Retirement Planning Excel Template
Plan your retirement savings, project investment returns, and ensure a secure financial future
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Get instant access to our professional retirement planning template
Access TemplateAvailable in Google Sheets format. Can be exported to Excel.
Plan Your Retirement
Project your retirement savings, calculate investment returns, and ensure you're on track to meet your retirement goals with our comprehensive planning template.
Retirement Inputs Sheet
Enter your retirement planning details:
- Current Age: Your present age
- Planned Retirement Age: When you plan to retire
- Years Until Retirement: Automatically calculated
- Current Savings: Your existing retirement savings
- Monthly Savings: Your planned monthly contributions
- Annual Return Rate: Expected investment return rate
- Retirement Expenses: Estimated annual expenses
- Expected Years in Retirement: Planned retirement duration
Projection Sheet
View your retirement savings projection:
- Year: Annual progression from year 1 to 40
- Age: Your age for each projected year
- Start of Year Balance: Beginning balance each year
- Annual Savings: Yearly contribution amount
- Interest Earned: Investment returns each year
- End of Year Balance: Final balance each year
Automatic Calculations
The template automatically calculates your projected retirement savings, including compound interest earnings and the impact of regular contributions, helping you visualize your path to retirement.
Benefits of Using Our Template
- Long-term projections
- Automatic calculations
- Investment tracking
- Retirement planning