I appreciate your interest in the Taxation Spreadsheet. I’ve compiled a spreadsheet that will calculate the taxation on ordinary income (e.g., wages, pensions, interest, etc.), qualified dividends & long-term capital gains, Social Security, Medicare & IRMAA, and varying withdrawal amounts from a tax-deferred account. With this information, the spreadsheet automatically produces tens to hundreds of rows of incrementing tax-deferred withdrawals and the effects of the taxes on your income. The chart will show you what amount of tax-deferred withdrawals you can make before your Social Security is taxed at 85%, bumps you into new income tax brackets, makes your qualified dividends taxable, or hits you with an IRMAA surcharge. The current version is 2025, with free updates each year.
I’m starting the price off at $35, and you can send payment through PayPal, either by my email account (dan@55e.co) or https://paypal.me/55eco. Other payment options could be arranged. You will get the Google Spreadsheet, about a 20-minute instructional video on the use of the spreadsheet and tax rules, and technical support via email. Once I receive your payment, I’ll send you the Google Spreadsheet link so you can make a copy for your Google Drive account. The spreadsheet will not work with Excel.