+ Reply to Thread
Results 1 to 7 of 7

Planning for Retirement Worksheet

  1. #1
    Forum Moderator alansidman's Avatar
    Join Date
    02-02-2010
    Location
    Steamboat Springs, CO
    MS-Off Ver
    MS Office 365 Version 2405 Win 11 Home 64 Bit
    Posts
    23,879

    Planning for Retirement Worksheet

    Attached is a worksheet that I developed with a friend. It answers the question for US taxpayers whether you have saved enough for retirement. The Input form is self explanatory. For those of you in other countries, I am sure you could adapt this to your particular environment.
    Attached Files Attached Files
    Last edited by alansidman; 10-11-2013 at 09:30 AM.
    Alan עַם יִשְׂרָאֵל חַי


    Change an Ugly Report with Power Query
    Database Normalization
    Complete Guide to Power Query
    Man's Mind Stretched to New Dimensions Never Returns to Its Original Form

  2. #2
    Forum Contributor BeachRock's Avatar
    Join Date
    11-01-2011
    Location
    Oregon, United States
    MS-Off Ver
    Excel 2016
    Posts
    403

    Re: Planning for Retirement Worksheet

    Looks pretty cool. However, when I went to save a copy, I received a couple of compatability problems using it with Excel 2010.

    Name:  Compatability Problem with Excel 2010.PNG
Views: 1767
Size:  27.3 KB
    -------------
    Tony

  3. #3
    Forum Moderator alansidman's Avatar
    Join Date
    02-02-2010
    Location
    Steamboat Springs, CO
    MS-Off Ver
    MS Office 365 Version 2405 Win 11 Home 64 Bit
    Posts
    23,879

    Re: Planning for Retirement Worksheet

    I think I fixed the compatability issue. Try it now. Replaced file in the original thread.

    Alan

  4. #4
    Forum Contributor BeachRock's Avatar
    Join Date
    11-01-2011
    Location
    Oregon, United States
    MS-Off Ver
    Excel 2016
    Posts
    403

    Re: Planning for Retirement Worksheet

    Saved without issue. Thanks!

  5. #5
    Forum Guru xladept's Avatar
    Join Date
    04-14-2012
    Location
    Pasadena, California
    MS-Off Ver
    Excel 2003,2010
    Posts
    12,378

    Re: Planning for Retirement Worksheet

    I don't see any place to enter lottery ticket purchases i.e. my retirement plan
    If I've helped you, please consider adding to my reputation - just click on the liitle star at the left.

    ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~(Pride has no aftertaste.)

    You can't do one thing. XLAdept

    ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~aka Orrin

  6. #6
    Forum Expert martindwilson's Avatar
    Join Date
    06-23-2007
    Location
    London,England
    MS-Off Ver
    office 97 ,2007
    Posts
    19,320

    Re: Planning for Retirement Worksheet

    too late i retired at 55
    "Unless otherwise stated all my comments are directed at OP"

    Mojito connoisseur and now happily retired
    where does code go ?
    look here
    how to insert code

    how to enter array formula

    why use -- in sumproduct
    recommended reading
    wiki Mojito

    how to say no convincingly

    most important thing you need
    Martin Wilson: SPV
    and RSMBC

  7. #7
    Forum Guru xladept's Avatar
    Join Date
    04-14-2012
    Location
    Pasadena, California
    MS-Off Ver
    Excel 2003,2010
    Posts
    12,378

    Re: Planning for Retirement Worksheet

    @ Martin - Happy Birthday(next Friday?)

    I haven't retired, I just don't get much work anymore and Social Security isn't enough (boo hoo).

+ Reply to Thread

Thread Information

Users Browsing this Thread

There are currently 1 users browsing this thread. (0 members and 1 guests)

Similar Threads

  1. Retirement Calculations
    By Shanyce02 in forum Excel Formulas & Functions
    Replies: 6
    Last Post: 02-21-2013, 10:27 AM
  2. Budget / Goal planning worksheet
    By schwalby in forum Excel General
    Replies: 3
    Last Post: 09-09-2011, 09:03 AM
  3. Retirement Plan
    By ralberts in forum Excel General
    Replies: 1
    Last Post: 04-09-2010, 04:04 PM
  4. Finding the Investment Gain for Retirement Planning
    By xcbrina3206 in forum Excel General
    Replies: 3
    Last Post: 06-07-2008, 09:07 PM
  5. [SOLVED] NPER - Retirement Example
    By mschumacker in forum Excel Formulas & Functions
    Replies: 2
    Last Post: 03-13-2005, 05:06 PM

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts

Search Engine Friendly URLs by vBSEO 3.6.0 RC 1