401k calculator 3

Upload: alexander-kotler

Post on 02-Jun-2018

215 views

Category:

Documents


0 download

TRANSCRIPT

  • 8/10/2019 401k Calculator 3

    1/18

  • 8/10/2019 401k Calculator 3

    2/18

  • 8/10/2019 401k Calculator 3

    3/18

    dark blue buttonshe bottom of each worksheet.

    cenarios will generate improbable answers.hen the mouse pointer is placed over the mark.

    1k Calculator determines:

    entent goal (Annual Contribution calculation)

    urrent salary and 401k information using

    43

    d Avg % Return for each investment into

    ributions, investment return and

    lculatorortor

    ftware" under the following

    pleplanning.com, the purchaser

    at does not exceed the number

    r the purpose of creating a backup copy.rred to a non-licensee without the written

    ent of, but not limited todata and network failure and

    Visit www.simpleplanning.com

    401k

    InvestmentDetail

    401kCalculator

    http://www.simpleplanning.com/http://www.simpleplanning.com/http://www.simpleplanning.com/
  • 8/10/2019 401k Calculator 3

    4/18

  • 8/10/2019 401k Calculator 3

    5/18

  • 8/10/2019 401k Calculator 3

    6/18

  • 8/10/2019 401k Calculator 3

    7/18

    4 1K Calculator

    TRUE

    FALSE

    FALSE

    Personal Information: RESULTS

    Current Age 401k SaviRetirement Age With EmplYears to Retirement 0 Without EDesired Investment Savings at Retirement

    Current Annual Wages

    Employee Contribution (% of salary) $0 0.0% 0

    Employer Matches up to: 0.0% 0

    Employer Match (50%,100%, etc.) $0 0.0% 0Total 401K Contribution $0

    % Annual Wage Raise 0.0% 0

    Current 401k Savings $0

    401k Contribution Allocation

    Select boxes below to updateAllocation

    %

    Investment

    Contribution

    Avg %

    Return Large Cap Stocks

    $0 Small Cap Stocks

    $0 Large Cap Mutual Funds

    $0 Small Cap Funds

    $0 Index Funds

    $0 Growth Funds

    $0 Value Funds

    $0 Corporate Bonds

    $0 Government

    $0 Money Market

    $0 Other

    Total 0% $0 #DIV/0! (Managin

    Large Cap Stocks

    Small Cap Stocks

    Growth Funds

    Instructions- In the "Calculate:" section to the right, choose the question that

    fits your needs, then enter your "Personal Information" in the section below

    using the light bluescroll bars. In the "401k Contribution Allocation" section,

    enter your Allocation %'s and Avg % Return for each investment in to the lightblueshaded boxes. Results are calculated to the right in redabove the bar

    graph.

    Other

    Other

    Small Cap Funds

    Index Funds

    Value Funds

    Corporate Bonds

    Government Bonds

    Employer Contr

    Employee Cont

    Do

    How m

    Am I inWhen

    Calculate

    Personal Information:

    401k Contribution Allocation:

    Results:

    1

    2

    3

    401With & Withou

    http://www.simpleplanning.com/Financial%20Calculators/Retirement%20Calculator.htmlhttp://www.simpleplanning.com/Financial%20Calculators/Retirement%20Calculator.html
  • 8/10/2019 401k Calculator 3

    8/18

  • 8/10/2019 401k Calculator 3

    9/18

    #DIV/0! 0

    0.0%.

    #DIV/0!

    FALSE

    oyer Matching $0 FALSEployer Matching $0 0

    1%

    2%

    3%

    4%

    5%

    6%

    7%

    g your 401k is just part of the planning process)

    Click here to:

    $0

    $1

    $1

    0

    ribution

    ribution

    nload Retirement Planner for $9.95

    uch will my investment be worth?

    vesting enough today?ill my investment goal be met?

    (choose one): InvestmentDetail

    Savingst Employer Matching

    Age

    Overview

    http://www.simpleplanning.com/Financial%20Calculators/Retirement%20Calculator.htmlhttp://www.simpleplanning.com/http://www.simpleplanning.com/Financial%20Calculators/Retirement%20Calculator.html
  • 8/10/2019 401k Calculator 3

    10/18

  • 8/10/2019 401k Calculator 3

    11/18

  • 8/10/2019 401k Calculator 3

    12/18

  • 8/10/2019 401k Calculator 3

    13/18

    Investment Detail

    -1

    $0Investment Detail - With Employer Matching Invest

    AgeInvest.

    Yr

    Beginning

    Balance

    Annual

    Contribution#DIV/0!

    Yr End

    BalanceAge

    #DIV/0! 0 1 $0 $0 #DIV/0! #DIV/0! 0

    #DIV/0! 1 2 #DIV/0! $0 #DIV/0! #DIV/0! 1

    #DIV/0! 2 3 #DIV/0! $0 #DIV/0! #DIV/0! 2

    #DIV/0! 3 4 #DIV/0! $0 #DIV/0! #DIV/0! 3

    #DIV/0! 4 5 #DIV/0! $0 #DIV/0! #DIV/0! 4

    #DIV/0! 5 6 #DIV/0! $0 #DIV/0! #DIV/0! 5

    #DIV/0! 6 7 #DIV/0! $0 #DIV/0! #DIV/0! 6

    #DIV/0! 7 8 #DIV/0! $0 #DIV/0! #DIV/0! 7

    #DIV/0! 8 9 #DIV/0! $0 #DIV/0! #DIV/0! 8

    #DIV/0! 9 10 #DIV/0! $0 #DIV/0! #DIV/0! 9

    #DIV/0! 10 11 #DIV/0! $0 #DIV/0! #DIV/0! 10

    #DIV/0! 11 12 #DIV/0! $0 #DIV/0! #DIV/0! 11

    #DIV/0! 12 13 #DIV/0! $0 #DIV/0! #DIV/0! 12

    #DIV/0! 13 14 #DIV/0! $0 #DIV/0! #DIV/0! 13

    #DIV/0! 14 15 #DIV/0! $0 #DIV/0! #DIV/0! 14

    #DIV/0! 15 16 #DIV/0! $0 #DIV/0! #DIV/0! 15

    #DIV/0! 16 17 #DIV/0! $0 #DIV/0! #DIV/0! 16

    #DIV/0! 17 18 #DIV/0! $0 #DIV/0! #DIV/0! 17

    #DIV/0! 18 19 #DIV/0! $0 #DIV/0! #DIV/0! 18

    #DIV/0! 19 20 #DIV/0! $0 #DIV/0! #DIV/0! 19

    #DIV/0! 20 21 #DIV/0! $0 #DIV/0! #DIV/0! 20

    #DIV/0! 21 22 #DIV/0! $0 #DIV/0! #DIV/0! 21

    #DIV/0! 22 23 #DIV/0! $0 #DIV/0! #DIV/0! 22#DIV/0! 23 24 #DIV/0! $0 #DIV/0! #DIV/0! 23

    #DIV/0! 24 25 #DIV/0! $0 #DIV/0! #DIV/0! 24

    #DIV/0! 25 26 #DIV/0! $0 #DIV/0! #DIV/0! 25

    #DIV/0! 26 27 #DIV/0! $0 #DIV/0! #DIV/0! 26

    #DIV/0! 27 28 #DIV/0! $0 #DIV/0! #DIV/0! 27

    #DIV/0! 28 29 #DIV/0! $0 #DIV/0! #DIV/0! 28

    #DIV/0! 29 30 #DIV/0! $0 #DIV/0! #DIV/0! 29

    #DIV/0! 30 31 #DIV/0! $0 #DIV/0! #DIV/0! 30

    #DIV/0! 31 32 #DIV/0! $0 #DIV/0! #DIV/0! 31

    #DIV/0! 32 33 #DIV/0! $0 #DIV/0! #DIV/0! 32

    #DIV/0! 33 34 #DIV/0! $0 #DIV/0! #DIV/0! 33

    #DIV/0! 34 35 #DIV/0! $0 #DIV/0! #DIV/0! 34#DIV/0! 35 36 #DIV/0! $0 #DIV/0! #DIV/0! 35

    #DIV/0! 36 37 #DIV/0! $0 #DIV/0! #DIV/0! 36

    #DIV/0! 37 38 #DIV/0! $0 #DIV/0! #DIV/0! 37

    Investment Detail - With Employer Matching Invest

  • 8/10/2019 401k Calculator 3

    14/18

  • 8/10/2019 401k Calculator 3

    15/18

    ent Detail - Without Employer Matching

    Invest.

    Yr

    Beginning

    Balance

    Annual

    Contribution0% Return

    Yr End

    Balance

    1 $0 $0 #DIV/0! #DIV/0! #DIV/0!

    2 #DIV/0! $0 #DIV/0! #DIV/0! #DIV/0!

    3 #DIV/0! $0 #DIV/0! #DIV/0! #DIV/0!

    4 #DIV/0! $0 #DIV/0! #DIV/0! #DIV/0!

    5 #DIV/0! $0 #DIV/0! #DIV/0! #DIV/0!

    6 #DIV/0! $0 #DIV/0! #DIV/0! #DIV/0!

    7 #DIV/0! $0 #DIV/0! #DIV/0! #DIV/0!

    8 #DIV/0! $0 #DIV/0! #DIV/0! #DIV/0!

    9 #DIV/0! $0 #DIV/0! #DIV/0! #DIV/0!

    10 #DIV/0! $0 #DIV/0! #DIV/0! #DIV/0!

    11 #DIV/0! $0 #DIV/0! #DIV/0! #DIV/0!

    12 #DIV/0! $0 #DIV/0! #DIV/0! #DIV/0!

    13 #DIV/0! $0 #DIV/0! #DIV/0! #DIV/0!

    14 #DIV/0! $0 #DIV/0! #DIV/0! #DIV/0!

    15 #DIV/0! $0 #DIV/0! #DIV/0! #DIV/0!

    16 #DIV/0! $0 #DIV/0! #DIV/0! #DIV/0!

    17 #DIV/0! $0 #DIV/0! #DIV/0! #DIV/0!

    18 #DIV/0! $0 #DIV/0! #DIV/0! #DIV/0!

    19 #DIV/0! $0 #DIV/0! #DIV/0! #DIV/0!

    20 #DIV/0! $0 #DIV/0! #DIV/0! #DIV/0!

    21 #DIV/0! $0 #DIV/0! #DIV/0! #DIV/0!

    22 #DIV/0! $0 #DIV/0! #DIV/0! #DIV/0!

    23 #DIV/0! $0 #DIV/0! #DIV/0! #DIV/0!

    24 #DIV/0! $0 #DIV/0! #DIV/0! #DIV/0!

    25 #DIV/0! $0 #DIV/0! #DIV/0! #DIV/0!

    26 #DIV/0! $0 #DIV/0! #DIV/0! #DIV/0!

    27 #DIV/0! $0 #DIV/0! #DIV/0! #DIV/0!

    28 #DIV/0! $0 #DIV/0! #DIV/0! #DIV/0!

    29 #DIV/0! $0 #DIV/0! #DIV/0! #DIV/0!

    30 #DIV/0! $0 #DIV/0! #DIV/0! #DIV/0!

    31 #DIV/0! $0 #DIV/0! #DIV/0! #DIV/0!

    32 #DIV/0! $0 #DIV/0! #DIV/0! #DIV/0!

    33 #DIV/0! $0 #DIV/0! #DIV/0! #DIV/0!

    34 #DIV/0! $0 #DIV/0! #DIV/0! #DIV/0!

    35 #DIV/0! $0 #DIV/0! #DIV/0! #DIV/0!36 #DIV/0! $0 #DIV/0! #DIV/0! #DIV/0!

    37 #DIV/0! $0 #DIV/0! #DIV/0! #DIV/0!

    38 #DIV/0! $0 #DIV/0! #DIV/0! #DIV/0!

    401kCalculator

    ment Detail - Without Employer Matching

    Overview

    http://www.simpleplanning.com/
  • 8/10/2019 401k Calculator 3

    16/18

  • 8/10/2019 401k Calculator 3

    17/18

  • 8/10/2019 401k Calculator 3

    18/18