Retirement Planning Spreadsheet Templates

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With these key elements in mind, here are the six best spreadsheet templates for retirement planning:

1. Annual Retirement Plan Template by Excel Templates
Annual Retirement Planning Spreadsheet Template by Excel Templates

by Excel Templates The Yearly Retirement Plan template from Excel Templates is designed for logical retirement planning through two key spreadsheets.

The needs worksheet estimates retirement needs, covering health insurance, living expenses, and inflation. The second worksheet projects net worth using assumptions about income, contributions, and tax deductions. This worksheet also visualizes salary changes and net retirement values.

Key Features
Plan without manual calculations or errors with your formula-filled data fields
Update retirement plan development with easily customizable key assumptions
Ideal for: Calculating annual retirement needs and focusing on detailed projections of net worth over time.

Download this template
2. Retirement Planner Spreadsheet by Reddit user
Retirement Planning Spreadsheet Template by Reddit User

via Reddit User This retirement planner spreadsheet template from Reddit user greece whatsapp number data is perfect for evaluating your savings. The template comes in a single spreadsheet, making everything easy to access.

It includes fields for age, monthly investments, current savings, and retirement age. Once you enter this information, the colored columns on the right reflect the growth of your savings over time. The template includes details for each cell and column to make the data flow clearer.

Key Features
Update only nine cells marked in yellow to generate an instant overview of savings
Make retirement planning easier for new users with clear explanations of formulas and cell relationships
Ideal for: Simple retirement savings projections with minimal data entry.