Week 23 worksheet

Retirement Accounts — worksheet

Before you start: where your answers live

What you type here is saved only in this browser, on this device, and it stays across visits — no account, nothing sent to a server.

It will be lost if you clear your browser/site data, use a different browser or device, or open the site in private/incognito mode. For anything you want to keep permanently, also save it elsewhere (print it, or copy it into your own notes).

Fill in what you can; the blanks show you what to find out.

My Retirement Account Basics

Does my job offer a plan (401(k)/403(b)/457)?

Is there an employer match, and what’s the formula?

What’s my plan’s vesting schedule?

Do I understand the difference between traditional (pre-tax) and Roth (after-tax)?

This year’s IRS contribution limit for a 401(k)

and for an IRA

Do I have any old retirement accounts from past jobs? Where, and what do they cost?

One question to take to my HR/plan administrator or a fiduciary professional

Everything you type saves automatically on this device — no account, nothing sent to a server. Clearing site data or switching browser/device erases it.

Mark this worksheet as completeThis is what marks the week done on your progress — opening a page doesn’t count. You can uncheck it anytime.