Retirement From Here

R1 · Version 1.1

Retirement Catch-Up Scenario Planner

Compare future and current purchasing power, contributions and hypothetical growth; translate an optional future-dollar marker by horizon.

First use: Open the worked example and instructions first. Then save a separate clean copy and replace every fictional or hypothetical entry with your own checked information.

Recalculated, saved, reopened and edited in Microsoft Excel for Windows 16.0 build 17932. Other spreadsheet apps are untested. No macros or external workbook links.

Start with your copyXLSX · 308 KBExplore the worked exampleXLSX · 340 KBView the example results (PDF)PDF · 99 KBRead the instructions (PDF)PDF · 71 KB

R2 · Version 1.1

Contribution & Employer-Match Planner

Separate personal limits from current-plan matching, then close payroll and IRA cash costs within the same calendar period.

First use: Open the worked example and instructions first. Then save a separate clean copy and replace every fictional or hypothetical entry with your own checked information.

Recalculated, saved, reopened and edited in Microsoft Excel for Windows 16.0 build 17932. Other spreadsheet apps are untested. No macros or external workbook links.

Start with your copyXLSX · 47 KBExplore the worked exampleXLSX · 47 KBView the example results (PDF)PDF · 66 KBRead the instructions (PDF)PDF · 73 KB

R3 · Version 1.1

Retirement Progress & Reset Tracker

Preserve the frozen plan, review actual contributions and compare reset options with dependency-specific missing-data states.

First use: Open the worked example and instructions first. Then save a separate clean copy and replace every fictional or hypothetical entry with your own checked information.

Recalculated, saved, reopened and edited in Microsoft Excel for Windows 16.0 build 17932. Other spreadsheet apps are untested. No macros or external workbook links.

Start with your copyXLSX · 26 KBExplore the worked exampleXLSX · 27 KBView the example results (PDF)PDF · 65 KBRead the instructions (PDF)PDF · 72 KB

Use the tools with judgment

These tools organize educational information and scenarios. They do not provide individualized financial, tax, legal, investment, retirement or credit advice. Confirm current rules, account terms and qualified guidance where appropriate.