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Retirement Planning Templates

Microsoft Excel - From Beginner to Expert in 6 Hours/ EXCEL DASHBOARD REPORTS

 

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Simple To Use Retirement Planning Templates

Use Retirement Planner to determine exactly how much you need to save to meet your retirement goals and maintain a comfortable standard of living. This program includes an IRA module, an income and cash flow module and a lump-sum module. Over a dozen pages of content give you an in-depth analysis of your retirement plans. After entering your financial information and assumptions about the future, the Retirement Planner will show you what you'll have come retirement time.

For whom: Ideal for HR managers, corporate and government employees, workers, HR consultants, small business employers, MBAs, and others.

What it does: Answers your basic questions on retirement by analyzing contributions, tax modulations, income cash-flows and others. It projects the value of current assets, savings, contributions for retirement planning.

Designed by: HR and financial experts with dozens of years of business and consulting experience. Design is based on expert financial models followed by thousands of successful business and financial consultants.

Over a dozen pages of content give you an in-depth analysis of your retirement plans. After entering your financial information and assumptions about the future, the Retirement Planner will show you what you'll have come retirement time. Make sure that you'll live comfortably during retirement.

Begin planning for retirement early and ensure that you'll have enough money when you retire. Retirement plans can change at any time. The Retirement Planner makes it a snap to update changes in your retirement plans or your retirement goals. Let an expert help you plan.

Retirement Planner was written by CPAs and MBAs with dozens of years of business experience. The Retirement Planner FastAnswer turns your planning into a nicer nest egg. Created by a group of retirement planning professionals, Retirement Planner gives you a complete view of retirement.

The IRA module guides you through the issues surrounding IRA withdrawal--even before the age of 59.

The income and cashflow planning modules both show graphically how inflation can sabotage your retirement income, and suggest strategies to avoid the inflation traps.

The lump-sum module reviews the pros and cons of taking a lump-sum distribution in lieu of an annuity. Use Retirement Planner to determine exactly how much you need to save to meet your retirement goals and maintain a comfortable standard of living.

Along with 401(k) Forecaster, Retirement Planner provides one of the best one-two punches in your fight for a good retirement! Retirement Planner's modules answer three of the most important concerns that people have about retirement. Will they have enough money to retire? Is it better to take a taxable lump-sum distribution from their non-taxable retirement account or to defer the payment until later on? And, how do they make early withdrawals from their IRA account without incurring penalties or fines?

Easy installation lets you jump right in and get Start ed. Over a dozen pages of content give you in-depth analyses of your retirement plans. The Clear Data button makes creating another version simple. Just clear data, enter new data, and save. You can compare different scenarios easily. Take into account the assets that you have now.

Retirement Planner will calculate their estimated value at retirement. Plan for retirement with easy to understand graphs and reports. The Software's unique print dialog box lets you print anything in the program with just two button clicks.

Summary

  • Retirement Planner's modules answer three of the most important concerns that people have about retirement. Will they have enough money to retire? Is it better to take a taxable lump-sum distribution from their non-taxable retirement account or to defer the payment until later on? And, how do they make early withdrawals from their IRA account without incurring penalties or fines? 
  • Easy installation lets you jump right in and get Start ed. 
  • Over a dozen pages of content give you in-depth analyses of your retirement plans. 
  • Display suitable for both color and monochrome monitors. 
  • The Clear Data button makes creating another version simple. Just clear data, enter new data, and save. You can compare different scenarios easily. 
  • Take into account the assets that you have now. Retirement Planner will calculate their estimated value at retirement. 
  • Plan for retirement with easy to understand graphs and reports. 
  • Village Software's unique print dialog box lets you print anything in the program with just two button clicks. 
  • Detailed on-line help is always just a click away. 
  • You get the actual product author's name, telephone number, and support hours at the click of a button.

See Screen Shots: Main menu | Retirement income projection input | Retirement annuity/asset summary | Real values of retirement annuities | Projected annuities - Nominal vs. real | Lump sum vs. deferred income input | Lump sum cash comparisons - IRA vs Non-IRA | IRA calculation input | IRA calculation summary | Help and instructions

Retirement Planner $69.95 Payment Problems/Options 30 Day Money Back Guarantee

Special ! Free Choice of Complete Excel Training Course OR Excel Add-ins Collection on all purchases totaling over $69.00. ALL purchases totaling over $150.00 gets you BOTH! Purchases MUST be made via this site. Send payment proof to [email protected] 31 days after purchase date.

See Also: All Excel Templates Gold Edition (HUGE savings!) | Retirement Planning Software | Retirement Planner or, All Software



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