401(k) Planner [Name] [Date]

Assumptions
401(k) contribution per paycheck
401(k) employer contribution match per paycheck
Paychecks per year (12, 24, 26, or 52)
Expected annual rate of return
Age at of the end of this tax year
Anticipated retirement age
Current value of 401(k)
Date (the "as of" date for the current value)
The date of the year end
Marginal tax rate (federal plus state)

Tax Deferred 401(k) Plan Growth Taxable Savings Plan Growth

Age Estimated 401(k) Value Age Estimated Savings Value
Err:508 Err:508 Err:508 Err:508
Err:508 Err:508 Err:508 Err:508
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Pre-tax retirement income (From retirement age to 90 years old)Pre-tax retirement income (From retirement age to 90 years old)

Monthly income Err:508 Monthly income Err:508

Growth of Investment

$1

$1

$1

$0

$0

$0 Column AG
0
Err:508 Column AF
Ages

Column AF Column AG

Days in pay period

Compounding periods in first yr

#DIV/0!

Err:508 0 Err:508 Err:508

Err:508 Err:508 Err:508 Err:508
Err:508
Err:508
0
Err:508
Err:508
Err:508