Tax Sheltered Retirement Account Projections

This spreadsheet will calculate the growth of an investment at the stated rate of return and factors in the annual PPP (or other plan) contributions as well. At the stated retirement age it will change to the other column, stop the annual contributions and then begin the pay out the next year. This spreadsheet template can of course be used to illustrate a non-tax sheltered registered investment as well. An inflation rate at retirement can also be specified. To illustrate an investment with the minimum annual withdrawal factored in, use one of the two following templates.

View Sample Report             View Sample Chart

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