Beginning Farmer & Land Access
Beginning Farmer Retirement Plan
A retirement plan template for beginning farmers. It lists goals, income sources, and timing so a farm owner can discuss options with a financial adviser.
Download free PDF1 page, US Letter, prints clean in black and white
TemplateBeginning Farmer & Land AccessFree PDF
Sections on this template
- Retirement goals
- Planned retirement timing
- Income sources expected
- Savings and accounts
- Farm assets role
- Health care needs
- Successor plans
- Advisor contacts
- Review schedule
How to use this template
Complete it by hand or retype the headings into your own document. Keep one signed copy on file and give a copy to everyone it affects.
Where to check the details
This sheet is a general template, so confirm specifics with your own manuals, labels and local rules. For current official guidance, start with IRS and USDA.
For more in this area, see the farm loans, grants and taxes. Between chores, farm.FM has farm humor, including I Wanna be a Farmer, and agribusiness farm stories.