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Printable Checklists

Large-print worksheets to fill in with a pencil.

Printable checklists

Prefer paper? Print any of these, fill them in with a pencil, and take them to your tax preparer or to our meeting. Large print, no sign-up needed.

Roth IRA checklistLarge print, printable

Traditional IRA deduction checklistLarge print, printable

2026 limits cheat sheetLarge print, printable

Backdoor and mega backdoor Roth checklistLarge print, printable

Roth conversion checklistLarge print, printable

RMD checklistLarge print, printable

Social Security checklistLarge print, printable

Medicare checklistLarge print, printable

Beneficiary review checklistLarge print, printable

Outliving your money checklistLarge print, printable

Before you retire checklistLarge print, printable

HSA checklistLarge print, printable

What changed checklistLarge print, printable

Pension decision checklistLarge print, printable

Old 401(k) checklistLarge print, printable

AGI and MAGI worksheetLarge print, printable

Retirement income tax mapLarge print, printable

Charitable giving checklistLarge print, printable

Estate planning checklistLarge print, printable

529 plan checklistLarge print, printable

Annuity types checklistLarge print, printable

Indexed annuity terms checklistLarge print, printable

Annuity tax checklistLarge print, printable

Annuity liquidity checklistLarge print, printable

Annuity safety checklistLarge print, printable

Annuity income rider checklistLarge print, printable

Annuity payout options checklistLarge print, printable

Annuity beneficiary checklistLarge print, printable

Annuities in retirement accounts checklistLarge print, printable

Annuity comparison checklistLarge print, printable

Annuity fit checklistLarge print, printable

Annuity glossaryLarge print, printable

4% rule worksheetLarge print, printable

Sequence-of-returns worksheetLarge print, printable

Savings income worksheetLarge print, printable

Income floor worksheetLarge print, printable

Questions to ask any annuity sellerLarge print, printable

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