Why use our Excel Retirement Calculator Spreadsheet?
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Jan 11, 2012 Accurate, easy to use retirement planning and financial planning software and calculators for both financial advisors and individuals. The top rated J and L Retirement Planner is a retirement planning software program that allows you to create simple or complex retirement scenarios based on financial events through out your life.
No Monthly Fees!
We offer our Excel Retirement Calculator & Planner for a one time payment of $15.95 - we do not charge monthly fees
Your Personal Information is Secure
Retirement Planning Software For Mac Reviews 2012 Consumer Reports
Many retirement planning software sites store your information online. What if you'd rather not enter your personal financial information over the web? With our Excel retirement planner spreadsheet, your personal information stays on your computer, not the web.
Powered by MS Excel Spreadsheets
You will appreciate what our Excel based Retirement software can do. Because our retirement calculator is an Excel spreadsheet, there is no additional software to set up... just download the spreadsheet and go! Click here for ourRetirement Calculator demo download.
Free Support
If you have any questions, or you need our help in any way, we're here to help. Just email us at [email protected]
Excel Retirement Calculator Features
The Retirement Calculator & Planner determines:
• How long your retirement funds will last
• If you're saving enough today
• Calculates necessary annual contribution adjustments (+/-)
• How much you can afford to spend during retirement
• How soon you can retire (based on annual contributions, investment return, etc.)
• How much you can spend during retirement
• How inflation affects your retirement
• How much you will need to save
• How much you will spend during retirement
• Which variables are the most sensitive
• Level of Income tax during retirement
• If your retirement goals are realistic
• If you're saving enough today
• Calculates necessary annual contribution adjustments (+/-)
• How much you can afford to spend during retirement
• How soon you can retire (based on annual contributions, investment return, etc.)
• How much you can spend during retirement
• How inflation affects your retirement
• How much you will need to save
• How much you will spend during retirement
• Which variables are the most sensitive
• Level of Income tax during retirement
• If your retirement goals are realistic
The Retirement Calculator & Planner variables:
• Current Age (yourself & spouse)
• Desired Retirement Age (yourself & spouse)
• Life Expectancy
• Pre-Retirement Asset Allocation
• Post-Retirement Asset Allocation
• Current retirement contributions/savings (401k, IRA's, Other Investments)
• Inflation
• Retirement Spending
• Retirement Income (Social security, Pensions, Retirement Income Tax)
• Desired Retirement Age (yourself & spouse)
• Life Expectancy
• Pre-Retirement Asset Allocation
• Post-Retirement Asset Allocation
• Current retirement contributions/savings (401k, IRA's, Other Investments)
• Inflation
• Retirement Spending
• Retirement Income (Social security, Pensions, Retirement Income Tax)
Mac Compatible
![Mac Mac](/uploads/1/2/6/4/126486166/432965262.jpg)
- Works with all versions of Excel for Macintosh.
- No alternate Macintosh version or additional downloads necessary.
- No alternate Macintosh version or additional downloads necessary.
Works on iPhone and iPad
Just download the Microsoft Excel App FREE, from Apple's App Store.
Try our Excel based Retirement Software for Free
Retirement Planning Tips
Understand your Financial Assumptions
A retirement plan is only as good as the assumptions used. We can not stress enough the importance of understanding the variables and assumptions you use when building a retirement plan. A slight overestimation of investment returns or underestimation of inflation can have an enormous impact on the longevity of your funds and ultimately your post-retirement quality of life.
Save Multiple Scenarios
When building a retirement plan, save two versions- one with medium risk and one with low risk (low investment returns, high inflation, etc.) This will prepare you for the worst, while educating you on the sensitivity of the variables used during long term financial planning.
If you're not satisfied with your purchase, please contact us within 30 daysat [email protected] and we'll provide a full refund.
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To uninstall our program simply locate the Excel file on your computer, select it and press delete. Since all of our programs are simply Microsoft Excel files, uninstalling is that easy.