Beginning Farmer & Land Access
Farm Retirement Income Planning Worksheet
A worksheet for planning retirement income as a farmer. It lists expected sources and needs so an advisor can help you build a realistic plan.
Download free PDF1 page, US Letter, prints clean in black and white
WorksheetBeginning Farmer & Land AccessFree PDF
What you fill in
- Retirement goals
- Expected farm income
- Land rental income
- Social Security questions
- Savings and investments
- Monthly living needs
- Health care needs
- Debts to clear
- Advisor contact
How to use this worksheet
Fill it out in pencil first, check the numbers against your records, then ink it. Make a fresh copy for each field, pen or enterprise.
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 USDA and IRS.
For more in this area, see the farm finance explained. Between chores, farm.FM has farm humor, including Farm Succession Planning, and agribusiness farm stories.