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  • 4011 Template

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    Dinu Panturoiu
    6 views1 page
    This document is a 401(k) planner that allows a user to input assumptions about their 401(k) contributions, employer matching, expected rate of return, and retirement goals to estimate the growth of their 401(k) over time. It provides projections of the estimated 401(k) value at retirement age and monthly pre-tax retirement income from that age until 90 based on the user's inputs.

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    This document is a 401(k) planner that allows a user to input assumptions about their 401(k) contributions, employer matching, expected rate of return, and retirement goals to estimate the growth of their 401(k) over time. It provides projections of the estimated 401(k) value at retirement age and monthly pre-tax retirement income from that age until 90 based on the user's inputs.

    Copyright:

    © All Rights Reserved
    Download as XLS, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    6 views1 page

    4011 Template

    Uploaded by

    Dinu Panturoiu
    This document is a 401(k) planner that allows a user to input assumptions about their 401(k) contributions, employer matching, expected rate of return, and retirement goals to estimate the growth of their 401(k) over time. It provides projections of the estimated 401(k) value at retirement age and monthly pre-tax retirement income from that age until 90 based on the user's inputs.

    Copyright:

    © All Rights Reserved
    Download as XLS, PDF, TXT or read online from Scribd
    Flag for inappropriate content
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    401(k) Planner

    Assumptions 401(k) contribution per paycheck 401(k) employer contribution match per paycheck Paychecks per year (12, 24, 26, or 52) Expected annual rate of return Age at of the end of this tax year Anticipated retirement age Current value of 401(k) Date (the "as of" date for the current value) The date of the year end Marginal tax rate (federal plus state) Tax Deferred 401(k) Plan Growth Age Estimated 401(k) Value

    [Name]

    [Date]

    Taxable Savings Plan Growth Age Estimated Savings Value

    Pre-tax retirement income Monthly income

    (From retirement age to 90 years old)

    Pre-tax retirement income Monthly income

    (From retirement age to 90 years old)

    Growth of Investment

    $1

    $1

    Taxable Investment
    401(k) 0 0 Ages
    401(k) Taxable Investment

    $0

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