The small amount of time you spend learning about investments and managing your own portfolio could be your most highly compensated hours of the year.
Download Free Software.
These Excel spreadsheets investigate the effect of annuitizing your retirement portfolio before or after you leave the workforce.
Download Free Software.
These Excel spreadsheets investigate the effect of annuitizing your retirement portfolio before or after you leave the workforce.
- Download Retire Early's Annuity Shaft Detector(11k zip file (annusft.zip), expands to Microsoft Excel Workbook file (annusft.xls), 33k)
The Retirement Calculator can be downloaded directly in Excel format. This eliminates some of the problems users have had in the past with "zipped" files. You need Excel 95 or a later version of the program to use the spreadsheet. - Download Retirement Calculator(recalc_2006.xls size = 318,976 bytes)
- Retire Early Diversification Worksheet
Find out how much your "safe" withdrawal rate in retirement declines if you don't diversify. If you hold less than 10 stocks in your portfolio, these results may give you pause.(Filename: rediver.zip (21kb) expands to rediver.xls (56kb) - Retire Early Annuity Factor Calculator(annu98.zip (12kb) expands to annu98.xls (35kb))
This Excel spreadsheet calculates a penalty-free pre age 59-1/2 IRA withdrawal using the annuity method. Based on the UP-1984 Mortality Table as described in IRS Cumulative Bulletin 89-25, Page 666. (Filename: annu98.zip (12kb) expands to annu98.xls - The IRA CALCULATOR spreadsheet offers a quick and easy way to calculate how much money you'll pay in income and estate taxes on your IRA. Download Microsoft Excel Version, (63k zip file)Release Date: 03/28/97
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