Retirement Income Calculator Excel Template

Prepared by Dheeraj Vaidya, CFA, FRM

dheeraj@wallstreetmojo.com

visit - www.wallstreetmojo.com
Sr No Particulars Amount
1 Initial Amount $10,500
2 Equal Amount Savings $800
3 Length of Investment 33
4 Rate of Interest per annum 5.85%
5 Frequency of Installment 1
6 Maturity Amount 148,494.06
7 Surving Number of Years 20
8 Surving Number of Months 240
9 Retirement Income per month $618.73
Sr No Particulars Amount
1 Initial Amount -
2 Equal amount savings $500
3 Length of investment 23
4 Rate of Interest per annum 4.45%
5 Frequency of installment 1
6 Maturity Amount $20,216.75
7 Tax rate 10%
8 Amount After Tax $18,195.07
9 Surving Number of years 25
10 Surving Number of months 300
11 Retirement Income per month $60.65