Retirement Planning Software and Templates
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Retirement
Saving Planner For financial advisors, brokers, professionals, insurance
agents, CPAs, attorneys, HR personnel and anyone else who wants to quickly and
easily show clients, employees, plan participants, or potential clients their
projected retirement income picture.
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Retirement
Planner Workbook his Excel workbook computes and displays retirement
plan contributions. It uses three types of worksheets: Setup-Enter monthly data
and plan requirements; Monthly: Enter employee salary and contributions and
display employee information and employer matches; Summary: Accumulation of
salaries, contributions and matches.
- Retirement Planner 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.
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