401 K Planner Form Template

by ryan on December 19, 2016




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401 K Planner Form Template:

 

Simply copy and pste this form template data into a XLS or DOC Spreadsheet and use it for free to get your 401 K planner set up quickly.




401K Planner

Your Name
Date

Assumptions

401K Contribution per paycheck $73
401K Employer contribution match per paycheck $170

Paychecks per year (12, 24, 26, and 52) 26
Expected annual rate of return 10%
Age as of the end of this tax year 31
Anticipated retirement age 65
Current value of 401K $19,000

Date (the “as of” date for the current value) November 1, 2010

Enter the date of the year end December 31, 2010

Marginal Tax Rate (Federal plus State) 40%

Tax Deferred 401K Plan Growth Taxable Savings Plan Growth

Age Estimated 401K Value Age Estimated Savings Value

31 $20,357 31 $20,230
36 $73,672 36 $63,863
46 $299,319 46 $200,806
65 $2,188,305 65 $1,129,135

Pre-tax retirement income Pre-tax retirement income

From retirement age to 90 years old From retirement age to 90 years old

Monthly income $19,885 Monthly income $10,260

Days in pay period
14.0384615
14.0384615

Compounding periods in first yr
4.2739726
31 31 20,357 $20,230
36 65 $2,188,305 $1,129,135
46
65
31
36
46
65


401 K Planner Sheet Examples In Photo Format

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Income Search Terms: 401K Calculator Template | Excel Templates | Excel Spreadsheets




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