Surprisingly Simple Math Behind Retirement
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Optimize Your Retirement - Surprisingly Simple Math Behind Retirement
Go To File - Make a Copy to create an editable copy you can use.
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Input data in yellow cells only. Green cells are output cells that show you the amount you need to retire and your current financial gap.
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Current Age30use whole number
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Retirement Age
60use whole number
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Estimated Annual Retirement Expenses
$40,000
enter amount in USD (include mortgage if needed)
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Current Net Worth, Less Primary Residence
$200,000enter amount in USD
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Amount You Need to Retire
$600,000
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Your Financial Gap
$400,000
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AgeMultiplierResources
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2525Personal CapitalFree retirement software that I use to track my net worth and spending.
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2625LendingTreeIt doesn't hurt to run the numbers to see who can give you the best rate on a mortgage or refi.
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2825For more information, you can email me at matt@optimizeyourretirement.com
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3125
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4025
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4125
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5124
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5223
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5322
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5421
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5520
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5718
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5817
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5916
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6015
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6114
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6213
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6312
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6411
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6510
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6610
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6710
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6810
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6910
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7010
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7110
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7210
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7310
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7410
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7510
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7610
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7710
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7810
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7910
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8010
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