The Needs Worksheet estimates retirement needs, covering health insurance, cost of living, and inflation. The second worksheet projects net worth using assumptions about returns, contributions, and tax deductions. This worksheet also helps visualize how salaries and retirement net worth will evolve.
Main featuresUpdate retirement doctor database package development with easily customizable key assumptions
Best for: Calculating annual retirement needs and focusing on detailed net worth projections over time.Download this model
2. Retirement Planner Spreadsheet by Reddit User
Retirement Planning Spreadsheet Template by Reddit User
This is a retirement planning spreadsheet template by Reddit user Reddit User This retirement planning spreadsheet template by Reddit user is perfect for assessing your savings. The template comes in a single spreadsheet format, making it easy to access everything.
It includes fields for age, monthly investments, current savings, and retirement age. Once you enter this information, the colored columns on the right reflect how your savings have grown over time. The template has details for each cell and column to clarify the data flow.
Main featuresUpdate just nine cells marked in yellow to generate an instant savings overview
Make retirement planning easier for new users with clear explanations of formulas and cell relationships
Best for: Simple retirement savings projections with minimal data entry.Download this model
3. Retirement Savings Calculator Template by Vertex42
Retirement Planning Spreadsheet Template by Vertex42
This is a retirement planning spreadsheet template created by Vertex42 Vertex42 's retirement savings calculator template combines quick visualizations with detailed calculations. It accepts data such as goals, interest rates, and annual payments to generate a line graph and table showing how your balance and contributions are changing.
The template is accompanied by a summary that displays the balance years and the estimated future value of your investments. The help sheet helps to clear doubts in case of difficulty in understanding the solution.
Main featuresGet quick insights with charts and key summaries that update in real time
Simulate balance values and prepare for all scenarios with its variable interest rate field
Best for: Professionals who want visualization of retirement savings and prefer quick access to adjusting details like interest rates.