Retirement Calculator
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What's Included
Overview
Retirement planning calculator you can actually stress-test. Model different scenarios with variable contribution rates, expected returns, Social Security estimates, and withdrawal strategies. See your projected retirement age and income before you commit to a plan.
5 tabs. Working formulas. Sample data you can delete. Covers Settings, Current Situation, Projections, Scenarios and 1 more.
Built for pre-retirees planning ahead and young professionals starting early. current retirement savings snapshot, contribution rate optimization, and compound growth projections are wired up out of the box. Excel and Google Sheets, both included.
Worksheets Included (5)
Key Features
- Current retirement savings snapshot
- Contribution rate optimization
- Compound growth projections
- Multiple scenario modeling
- Social Security income estimates
- Withdrawal rate analysis (4% rule and custom)
- Retirement age projections
Ideal For
- Pre-retirees planning ahead
- Young professionals starting early
- Financial planners
- Anyone curious about retirement readiness
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Common Questions
Does this work in Excel AND Google Sheets?
Will the formulas break if I add my own rows?
Is there a password on the file?
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Can I use this for my business / my clients?
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