Farm Business & Financial Management
Retirement Planning Worksheet for Farmers
A worksheet for planning retirement as a farm owner, covering income sources, farm assets and living costs. Prepares you for a talk with a financial adviser.
Download free PDF1 page, US Letter, prints clean in black and white
WorksheetFarm Business & Financial ManagementFree PDF
What you fill in
- Target retirement timing
- Living costs expected
- Social Security and pension income
- Retirement account balances
- Farm sale or rental income
- Health care costs to plan for
- Debts to clear before retiring
- Plans for farm management
- Advisers to consult
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 IRS and CFPB.
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.