Beyond 62 v1.05 [Download]
Features on Beyond 62 v1.05 [Download]
- Microsoft Excel 97-2010 Required.
- User inputs expected/estimated personal savings, Social Security age election and income, Pension income, retirement wage income, and retirement withdrawal expectations.
- Calculates 30 years of retirement financial expectations, including after-tax annual disposable income estimate, based on User Inputs for self and/or spouse.
- 30 years of retirement financial expectation based on Inputs are displayed on a single page for evaluation, analysis, consideration, and Input value change options.
- Valuable to determine estimated personal savings needed at age 62 and beyond to sustain the User through 30 years of subsequent retirement.
Description for Beyond 62 v1.05 [Download]
Calculates retirement years estimated financial expectations for individual and spouse for 30 years retirement beginning at age 62. User inputs Blue Cell values of known or estimated Pension, 401k/IRA Savings, non-401k/IRA Savings, Social Security age elections, Social Security income at full retirement age, Wage Income expectations in retirement, probably Tax Liability, year by year Withdrawal Needs, and other associated Input Values. Calcualtions based on Inputs for the full 30 year retirement period beginning at age 62, including approximate after-tax annual disposable income, are displayed on a single page for easy analysis, consideration, and changes. Valuable for estimating personal savings needed at age 62 to sustain the Users through 30 years of retirement beginning at age 62. Microsoft Excel 97-2010 Required.
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