Will your Social Security be taxed?

This tool is more than just a tax-ability calculator. 

Download this worksheet to see how the Tax Torpedo will impact your Roth conversions or withdrawals from other assets during retirement.

We’ll email the file to you for free!

Full Name(Required)

Our Promise:

Shady marketing is a problem in this world, and we don’t want any part of it.

This is a Microsoft Excel file, so we need to send it to you somehow, and that means we need a real email address from you.

We will not spam, pester, or bombard you with junk. By submitting this form, you will only receive an email from us with the worksheet. That’s it.

If you want further assistance, YOU control that when you’re ready. 



If you’re okay with this, click the blue button, and enjoy.

Check out this video on how to use the worksheet.
Other free downloads

Money & Mind

Retirement Transition Guide

A simple eBook that covers the complete retirement picture so you can set yourself up for success.

IRMAA Cheat Sheet

Will you pay more for medicare?

This shows how much you’ll pay for Medicare Part B based on your income.

Medicare Playbook

It Almost Feels Like Cheating

What’s really going on with Medicare and how you can make sure it works in your favor.