107) Invest & Expenses for Retirement Plan

107) Invest & Expenses for Retirement Plan

 

You can download the Excel file and Save As a new file:
 https://drive.google.com/open?id=1fy5nongFMmq9wSL5dJLyTJt57u9kDQkZ


Here is an Excel file to track your Retirement goals. You need to monitor whether your investment for retirement is on track as per planned. Once you have your retirement nest egg on target, then you monitor your expenses to be on track as well. This is to ensure your retirement fund can last as according to your plan.

 

The Excel file uses the projected future expenses with a given Inflation to Retirement rate. Once you have the future expenses amount, you can start saving as per plan to reach the Retirement fund required amount.

This is the explanation on the investment and expenses for your Retirement Plan.

Retirement Age - Age when you want to retire. Years in Retirement - How many years you want to retire before death. Current Monthly Expenses - Monthly expenses now. Inflation Rate to Retirement - Inflation rate of your expenses until you retire. Return Rate to Retirement - Expected Rate of Return while investing to retirement. Inflation Rate during Retirement - Inflation rate while you are in retirement. Return Rate during Retirement - Expected Rate of Return while you are in retirement. You can download the Excel file and Save As a new file:  https://drive.google.com/open?id=1fy5nongFMmq9wSL5dJLyTJt57u9kDQkZ