MS Excel Spreadsheet Tools:
- Actuarial Financial Planner for Single Retirees
- Actuarial Financial Planner for Retired Couples
- Actuarial Budget Calculator (Single Retirees)
- Actuarial Budget Calculator (Single Pre-retirees)
- Actuarial Budget Calculator (Retired Couple)
- Actuarial Budget Calculator (Pre-Retired Couple)
- Present Value Calculator V 1.1
- Historical Values of Actuarial Measurements
- Actuarial Lifetime Retirement Income Estimator
To avoid misuse or misinterpretation of our spreadsheet tools, you should read the Overview Tab of the spreadsheet tool before using.
Note that the Default Assumptions used in the Actuarial Financial Planners may be changed from time to time based on current economic conditions.
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. Make sure to "Enable Editing" when you open the spreadsheet.
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.
Overviews
