Financial Worksheets

Click on the links below to view and download a variety of helpful worksheets.

Download a worksheet which will help you determine how much of your Social Security benefits are taxable.

Here is the Social Security Schedule of Benefit Payments for 2011

Click here to download a worksheet to create and review a budget to help manage your income versus your expenses.

Click here to download a personal net worth worksheet.

Click here to download the IRA Uniform Distribution Table which you can use along with the value of your IRA(s) on December 31st of the previous year to calculate your Required Minimum Distribtuion (RMD) for the current year. 

Note, this is for IRAs and qualified plans (like 401ks) that you own. Do not use this for IRAs and 401k's you inherited from someone other than your spouse.

Click here to use our calculator to determine your Required Minimum Distribution (RMD).

 Click here to download a worksheet to help determine when to refinance your home.

 Click here to down load a worksheet to help determine the real rate of return you are earning on your investment(s).  The real rate of return takes into consideration the effect of inflation and taxes on the gross return of your investment.