Retirement Planner-- A Spreadsheet (Excel) to predict how much you need

You supply the variables:

Annual Inflation Rate	Annual Assets Gain Rate	Living Expenses per year
Start Year	Age In Start Year
Social Security Start Age	Social Security Monthly Benefit	Social Security Tax Rate
Initial Assets Components	Tax Rates on them	Order to withdraw assets

You will find the age at which your assets expire.

Using Solver you can adjust most of the items you supply to see how to force the year at which your assets expire. You can also use Solver to adjust the other variables.

I have checked this against various other calculators and worksheets and gotten similar results. But with a lot less visibility and versatility.

Right-click here and "Save Target As" to download the 10/22/2011 version of the spreadsheet

Note, this spreadsheet contains a form for expediting the Solver. If you download the file, save it, then open it the form will appear in the spreadsheet and function correctly. If you just open it in a browser window the form may appear behind the browser window or not at all or it may fail.

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Retirement Planner-- A Spreadsheet (Excel) to predict how much you need.