• May include: A Retirement Planning for the Self-Employed guide and workbook with a 2026 update. The cover features a desk with a notebook, pen, glasses, and mug. An interior page shows a 2026 contribution calculation worksheet with 102 pages total.
  • May include: A document page titled What's Inside 12 clear chapters, written in plain language, listing twelve retirement topics from You Are Your Own Benefits Department to Your Retirement Action Plan, with a 2026 reference page.
  • May include: A collection of eight white printable worksheets and trackers arranged in two rows. The header text reads Fill-In Worksheets 32 Worksheets & Trackers for Your Plan. Each page features dark green headings, lined sections, and checkboxes.
  • May include: A 2026 Quick Reference document featuring a table of retirement plan limits, income thresholds, and tax figures. The text includes Updated for 2026, SEP IRA, solo 401(k), SIMPLE IRA, HSA limits, catch-up amounts, and worked examples.
  • May include: A graphic with the text MADE FOR Anyone who is their own benefits department, followed by a list of target groups including freelancers, small business owners, Etsy sellers, and people with unpredictable income.
  • May include: Two white pages of printed text with black ink, featuring financial information, bulleted lists, and a data table. The text includes headings such as Step 4, Option 2, and The Solo 401(k). The bottom text reads Real examples, worked out step by step.
  • May include: A white document titled My Retirement Action Plan featuring a table with columns for Action, Target Date, and Done. The text reads Come Back Every Year, A plan you can actually keep, and The Annual Retirement Review and action plan.
  • May include: A 102-page PDF instant download featuring 32 worksheets and trackers, updated for the 2026 US tax year. The document includes clickable contents, front and back covers, and is formatted for US Letter 8.5 x 11 in paper. Quiet Living Press.
  • May include: A digital download information graphic with a cream background and dark green text. The logo at the top reads Quiet Living Press. It lists instructions for instant downloads, no physical shipping, and final sales policies.
  • May include: A Retirement Planning for the Self-Employed guide and workbook with a 2026 update. The cover features a desk with a notebook, pen, glasses, and mug. An interior page shows a 2026 contribution calculation worksheet with 102 pages total.
  • May include: A document page titled What's Inside 12 clear chapters, written in plain language, listing twelve retirement topics from You Are Your Own Benefits Department to Your Retirement Action Plan, with a 2026 reference page.
  • May include: A collection of eight white printable worksheets and trackers arranged in two rows. The header text reads Fill-In Worksheets 32 Worksheets & Trackers for Your Plan. Each page features dark green headings, lined sections, and checkboxes.
  • May include: A 2026 Quick Reference document featuring a table of retirement plan limits, income thresholds, and tax figures. The text includes Updated for 2026, SEP IRA, solo 401(k), SIMPLE IRA, HSA limits, catch-up amounts, and worked examples.
  • May include: A graphic with the text MADE FOR Anyone who is their own benefits department, followed by a list of target groups including freelancers, small business owners, Etsy sellers, and people with unpredictable income.
  • May include: Two white pages of printed text with black ink, featuring financial information, bulleted lists, and a data table. The text includes headings such as Step 4, Option 2, and The Solo 401(k). The bottom text reads Real examples, worked out step by step.
  • May include: A white document titled My Retirement Action Plan featuring a table with columns for Action, Target Date, and Done. The text reads Come Back Every Year, A plan you can actually keep, and The Annual Retirement Review and action plan.
  • May include: A 102-page PDF instant download featuring 32 worksheets and trackers, updated for the 2026 US tax year. The document includes clickable contents, front and back covers, and is formatted for US Letter 8.5 x 11 in paper. Quiet Living Press.
  • May include: A digital download information graphic with a cream background and dark green text. The logo at the top reads Quiet Living Press. It lists instructions for instant downloads, no physical shipping, and final sales policies.
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Retirement Planning Workbook for Self-Employed, 2026 SEP IRA and Solo 401k Guide, Printable PDF

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May include: A Retirement Planning for the Self-Employed guide and workbook with a 2026 update. The cover features a desk with a notebook, pen, glasses, and mug. An interior page shows a 2026 contribution calculation worksheet with 102 pages total.

You work for yourself. Now let your retirement work for you.

No HR department. No automatic 401(k). No one to explain the rules. Retirement Planning for the Self-Employed is a friendly guide and workbook that shows freelancers, solo business owners and side-business owners how to build their own retirement benefits, one clear step at a time. Updated for 2026.

WHAT'S INSIDE

12 plain-language chapters, from taking stock of where you are to a yearly action plan
Every retirement plan open to the self-employed: SEP IRA, solo 401(k), SIMPLE IRA, traditional and Roth IRAs, HSAs, cash balance plans and brokerage accounts
2026 contribution limits, including catch-up amounts and the new age 60–63 catch-up
Worked examples at $40,000, $80,000 and $150,000 of profit, so you can see what you could contribute
A simple, four-step way to find your retirement number and your savings gap
A pay-yourself-first system built for irregular income
Health care before and after Medicare, long-term care and disability insurance
Social Security for the self-employed: self-employment tax, credits, claiming ages and checking your earnings record
12 common retirement mistakes, with a self-check
A 2026 quick reference page, glossary and list of free, reliable resources
Extra trackers and worksheet copies to keep your plan current year after year

32 FILL-IN WORKSHEETS AND TRACKERS My Retirement Vision · Net Worth Statement · Twelve-Month Income and Spending Log · Debt Inventory · Big Expenses Before Retirement · My Retirement Budget · My Retirement Number · Choosing My Plan · My 2026 Contribution Calculation · Roth or Traditional? · My Pay-Yourself-First System · My Irregular-Income Savings Plan · My Health Care Plan · My Retirement Health Costs · My Business Exit Plan · My Social Security Check-Up · My Advantage Plan · Retirement Mistakes Self-Check · My Retirement Action Plan · Annual Retirement Review · Where My Accounts Are

PLUS: Quarterly Estimated Tax and Savings Tracker · Retirement Contribution Log · Account Balance Tracker · Savings Goal Progress · Emergency Fund Tracker · Debt Payoff Tracker · Retirement Savings Year at a Glance · Social Security Claiming Comparison · Retirement Countdown Checklist · Business Expenses to Ask My Tax Preparer About · Tax Preparer Meeting Notes, and extra copies of the yearly worksheets

PERFECT FOR

Freelancers, consultants and contractors
Small business owners and sole proprietors
Etsy sellers, creators and side-business owners
Anyone in their 40s, 50s or 60s who wants to catch up
Anyone with uneven or unpredictable income

DETAILS

Instant digital download: one 102-page PDF, including front and back covers
US Letter size, 8.5 × 11 in
Clickable table of contents for reading on screen
Print at home or at a local print shop. Print the worksheets as often as you need for your own personal use.

PLEASE NOTE

This is a digital product. No physical item will be shipped.
The figures reflect US tax year 2026 rules. Limits change each year, so confirm current figures at irs.gov.
This guide is educational. It is not individual tax, legal or investment advice. Please consult a qualified professional about your own situation.
Because this is a digital download, refunds aren't available, but please message me if you have any trouble with your file.
For personal use only. Please don't resell or share the file.

© Quiet Living Press

  • Designed by
    QuietLivingPress
  • Item type
    Digital download
  • Digital file type(s)
    1 PDF
  • Width
    8.5 Inches
  • Height
    11 Inches
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Listed on Oct 18, 2026
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