Spreadsheets


[MS Excel Spreadsheet Tools:
Actuarial Budget Calculator (Retirees)
| Actuarial Budget Calculator (Pre-retirees) | Present Value Calculator V 1.1
  • Please be patient when downloading the Excel spreadsheets.  Sometimes it can take a while. If you are requested to provide a password, simply click "cancel" and the spreadsheet should appear.
  • If you are having trouble seeing all the cells in the spreadsheet once it has downloaded (or you want to see a year-by-year runout of your accumulated savings based on the input items), be sure to maximize the spreadsheet window.
  • For additional discussion of the Actuarial Budget Calculator, see our February 7, 2016 blog post
  • See our post of September 22, 2015 for discussion of how to use the 5-year projection tab to model future variations in investment returns and actual spending.