Previews show sample pages. Your download comes ready for your own entries.
Fillable PDF guide
Social Security and Retirement
A 13-page planning guide and workbook for deciding when to claim Social Security and how to turn savings into income: the benefit rules, family benefits, the earnings test, taxes, 2026 account limits and required minimum distributions, with an Oklahoma section.
General information, not financial, tax or legal advice. Check your own record at ssa.gov before you claim.
What's inside
- How Social Security worksEligibility, how benefits are figured, full retirement age and claiming early or late.
- Family benefitsSpousal, divorced-spouse and survivor benefits.
- Working and taxesThe earnings test and how benefits are taxed.
- Retirement accounts2026 contribution limits, withdrawals and required minimum distributions.
- Planning workbookYour benefit estimates, a retirement budget and a before-you-claim checklist.
- Oklahoma sectionHow Oklahoma taxes retirement income, plus a worksheet for any state.
Details
- One fillable PDF, 13 pages, letter size
- Type on screen in Adobe Acrobat Reader (free), Preview on Mac, or most browsers, or print it
- National guide with an Oklahoma section; figures as of November 2026, including those announced for 2027
- Instant download after checkout
Save $44.94
Later Life Set, $64.99
For planning ahead, caring for parents and settling an estate: Social Security and retirement, Medicare, caregiving, estate planning, the estate organizer, the funeral guide and the Oklahoma executor's guide.
See the set →