401(k) Reallocation Planner

This spreadsheet helps you to reallocate your investments in your 401(k). Enter
your current 401(k) investments by category. Then input the new percentages
(new allocation %). The "Change Needed" column calculates the amounts by
which you will need to increase accounts (negative numbers represent the
amounts by which you need to decrease accounts).
Be sure that your new allocation percentages total 100%. Also be sure that
the total current allocation amount equals the total you currently have invested.
To view the template, click the worksheet tab labeled Template at the bottom
of the screen or press Ctrl-PgDn. With the exception of data entry cells, all cells are
protected. Use the Tab key to move from one unprotected cell to the next.

Copyright © KMT Software, Inc. All Rights Reserved.

all cells are
401(k) Reallocation Planner
<- Enter name in cell to the left
<- Enter date in cell to the left

Target Total Investments:

Current Target
Investments Allocation $ Current % Allocation %

Totals
 Target Change
Allocation Needed