401(K) retirement planner with predictive balances in a blue and red theme. This template includes yearly expected and real balances, salary adjustments, investments, end balances with inflation calculations, and returns.
Numbers Template that shows retirement in goals in both real and inflation-adjusted terms. It allows you to figure this as a percentage of income, rather than a fixed amount, and also allows an annual percentage increase in salary, and a percentage match from the company in a 401(k) if needed. The inflation adjustment is there if you think you want to have a certain amount in “today’s dollars” on hand when you retire. This also will graph the result for you. One downside is that I don’t know enough scripting to change the number of years in the graph automatically based on the sheet input. If someone else knows how, I’d gladly accept the revision.
| File Name | Retirement_Planner.zip |
|---|---|
| Downloads | 5492 |
| File Size | 168 KB |
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