Example of 401K Planner

401K Planner

Name

Date

Personal Information
401K Contributions (per pay period)	$50
401K Employer Contributions (per pay period)	$5
Pay checks per Year (12, 24, 26, or 52)	24
Estimated Yearly Rate of Return	5.00%
Age at end of Tax Year	25
Estimated Retirement Age	65
Current Value of 401K	$1,200
Date of Current Value	January 1, 2010
Year End Date	December 24, 2010
Marginal Tax Rate (Federal + State)	5.00%

Tax Deferred 401K Plan Growth			Taxable Savings Plan Growth Comparison
Age	Estimated 401K Value		Age	Estimated Savings Value
25	$2,580		25	$2,576
30	$10,783		30	$10,690
40	$34,668		40	$33,878
65	$183,022		65	$173,827
Estimated Retirement Income - Retirement Age - 90 Years (before Taxes)			Estimated Retirement Income - Retirement Age - 90 Years (before Taxes)
Monthly income	$1,070		Monthly income	$1,016

Notes on 401K Planner Example

Fill in the Personal Information box with your 401K information.
The Tax Deferred 401K Plan, Taxable Savings Plan Comparison, and the chart will be filled in automatically.

Disclaimer: Examplesof.com makes every effort to ensure the functional integrity of all downloadable materials posted on the site. The information, methodologies and processes contained in these materials are provided according to built-in software and formulas. We are unable to guarantee that these materials will necessarily be suitable for individual purposes. We are unable to guarantee that these materials will necessarily be free of functional issues which may affect their performance. Important: These materials are offered for purchase and use in good faith in "as is" condition. Full disclaimer is here disclaimer

Limited Use Policy : These templates provided by ExamplesOf.com, may be downloaded and customized for your personal or company use only. You may download copies, make archival copies and customize the template to be distributed and used within your company. This template or any document produced from this template may NOT be sold, redistributed, or uploaded to the internet for distribution.EULA

Download Excel Version of 401K Planner Example