Spreadsheet Templates for Planning and Tracking Retirement Investments

401K Planner

A template for estimating monthly income from your 401K plan. It also allows comparison of the return on a taxable savings plan.

A simple spreadsheet for calculating how much money you will need once you retire. Enter details about your estimated expenses once you retire and the spreadsheet calculates how much you need to retire. It also allows you to compare your current expenses against projected expenses at retirement.

Retirement Budgeting 2

A detailed spreadsheet for calculating your monthly budget during retirement. There are fields for entering common expenses and details on your income.

Retirement Calculators and Spreadsheets

Various templates for retirement planning, including spreadsheets for 401K plans, Roth IRAs, planning for early retirement, and more.

Retirement Cost Analysis

A template for determining how much you will have after you pay your bills both before and after retiring.

Retirement Income Simulation

Determine how much income you can safely take out of your retirement accounts.

Retirement Investment Tracking

A simple spreadsheet for tracking multiple investment accounts. There is a separate tab for each account and the total value of your investments is calculated in another tab.

Retirement Savings Calculator

Estimate the future value of your retirement savings by entering a few details about your investments. The template generates details of your savings over time, including information on annual interest, balance, and more.

Retirement Scenario Calculator

Estimate your remaining savings as you age after retirement. Enter your starting savings balance and some other details. The spreadsheet will then show you an annual breakdown of how much money you have left, interest earned, and more.