Invest Now Invest Later.xlsx
 Share
The version of the browser you are using is no longer supported. Please upgrade to a supported browser.Dismiss

 
View only
 
 
Still loading...
ABCDEFGHIJKLMNOPQRSTUVWXYZ
1
Optimize Your Retirement - Invest Now Invest Later
2
3
Input data in yellow cells only.
4
Invest NowInvest Later
5
YearPrincipal AdditionReturn %Ending BalancePrincipal AdditionReturn %Return $$Ending Balance
6
1 $ 50,000 10% $ 55,000 $ 5,000 10% $ 500 $ 5,500
7
2 60,500 5,000 10% 1,050 11,550
8
3 66,550 5,000 10% 1,655 18,205
9
4 73,205 5,000 10% 2,321 25,526
10
5 80,526 5,000 10% 3,053 33,578
11
6 88,578 5,000 10% 3,858 42,436
12
7 97,436 5,000 10% 4,744 52,179
13
8 107,179 5,000 10% 5,718 62,897
14
9 117,897 5,000 10% 6,790 74,687
15
10 129,687 5,000 10% 7,969 87,656
16
17
Resources
18
Realty SharesThe best real estate investment option if you don't want to actually buy houses and place tenants.
19
Personal CapitalThe first step in securing your financial future is to sign up with Personal Capital. It's a completely free tool that I recommend to everyone.
20
LendingTreeI believe that retirees SHOULD carry a mortgage in retirement to optimize their finances. Make banks compete for your business so that you can get the best rate.
21
22
23
24
25
For more information, you can email me at matt@optimizeyourretirement.com
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100
Loading...
 
 
 
PV of Annuity with Inflation