RetireShield Guide · 2026–2027 Edition
Four spreadsheets that do your retirement math. Type in the yellow boxes; the totals fill in.
A tax calculator, a money-owed tracker, a monthly budget and your paycheck from savings. Opens in Excel, Google Sheets or Apple Numbers. Large-print versions included.
Sound familiar?
You have the numbers. Putting them together is the hard part.
Social Security, IRA withdrawals, taxes and bills all affect each other. Done by hand, one change means redoing everything.
- Not sure how much you can safely take from savings each month
- Tax surprises in April from IRA withdrawals and Social Security
- Money you may be owed, but no list of what you've claimed
- A budget that lives on the back of an envelope
What you get
Four workbooks. One evening each.
- Retirement Tax Calculators: how much of your Social Security is taxed, and your bracket
- Retirement Paycheck: what your savings can pay you each month
- Retirement Budget: every bill, monthly and yearly
- Money Owed Tracker: every claim, refund and benefit, and where it stands
- Yellow boxes for your numbers; the math is already done
- Large-print versions of all four
What's inside
What's in the guide.
Retirement Tax Calculators
See how much of your Social Security is taxed and which bracket your withdrawals land in.
Retirement Paycheck
Turn your savings into a steady monthly amount you can plan around.
Retirement Budget
Every bill in one place, month by month and for the year.
Money Owed Tracker
Each claim, refund and benefit you've filed for, and where it stands.
Works where you do
Excel, free Google Sheets or Apple Numbers, on a computer or tablet.
Large-print versions
Every workbook again in bigger type.
Look inside
Real pages from the spreadsheets.
How it works
Retirement Money Spreadsheets
Card, Apple Pay or PayPal · secure checkout
Instant download, large print included, 30-day money-back promise.
PROMISE
Read it. Use it. If it isn't for you, get every penny back.
Email us within 30 days for a full refund. You keep the files.
Questions
Do I need Excel?
No. The files open in Excel, in free Google Sheets, or in Apple Numbers.
Is my information private?
Yes. The spreadsheets live on your own computer or account. Nothing you type is sent to us.
When do I get it?
Immediately. The download appears on your screen the moment you pay, and a copy is emailed to you at once.
Is this a subscription?
No. It's one payment. There is nothing recurring and nothing to cancel.
Is it easy to read?
Yes. Plain English, short sections, and a large-print edition is included. It opens on any phone, tablet or computer, and prints cleanly.
What if it's not for me?
Email us within 30 days for a full refund. Keep the files.
RetireShield is independent and is not affiliated with, endorsed by, or connected to any government agency, plan or insurer. This product provides educational information, not legal, tax, financial, insurance or investment advice.
Know your numbers. One evening each, $27.
Instant download, large print included, 30-day money-back promise.
Get the spreadsheets — $27