Retirement Calculator Spreadsheet | 401k Planner | Retirement Savings Projection | Nest Egg and FIRE Planning | Google Sheets & Excel

Will you have enough to retire? This Retirement and 401k Calculator spreadsheet shows your nest egg, how long the money lasts and how much more to save each month.

WHAT'S INSIDE

• Start Here: age, savings, salary, raises, your contribution, employer match, returns, inflation, income goal and Social Security

• Dashboard: on track or not, savings at retirement, the age money runs out and extra savings needed

• Projection: your balance year by year

• Help & FAQ: 4% rule and realistic returns explained

FEATURES

✔ Savings at retirement

✔ Money lasts until age

✔ Extra monthly savings needed

✔ Employer match and yearly raises

✔ Inflation and Social Security included

✔ Year-by-year projection

✔ Change any number and see the result instantly

HOW IT WORKS

1. Download the file and open it in Google Sheets or Excel (the PDF guide shows how).

2. Type your age, savings, salary and contributions in the yellow cells.

3. Set your retirement income goal and check the Dashboard.

YOU WILL RECEIVE

✔ 1 .xlsx template file (blank, ready to use)

✔ 1 DEMO file with sample data, so you can see how it works

✔ 1 PDF guide: how to open it in Google Sheets (free) or Excel

PLEASE NOTE

✔ Digital product. Nothing physical will be shipped.

✔ Works in Google Sheets (free Google account) and Microsoft Excel 2016 or newer / Microsoft 365.

✔ Not compatible with Apple Numbers.

✔ Due to the digital nature, no returns. Message us for any help!

✔ For personal or own-business use only (no resale or sharing of the file).

✔ Educational estimates for planning, not financial advice.

Dark Mode version and Spanish version also available in our shop.