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RetAnalyzer: The Retirement Analysis Program

RetAnalyzer

The RetAnalyzer Program allows you to estimate how long your money will last based on certain assumptions.

It requires the entry of your current age, the age of retirement, the age you expect to receive a defined benefit pension (including Social Security Income), the amount you have in taxable investments, such as stocks, corporate bonds, gold, etc., and the amount you have in non-taxable accounts, such as retirement plans, Roth IRA's, municipal bonds, annuities, etc.

The retirement age must be at least one year older than your current age.

The pension age must be equal to or later than the retirement age.

The return for the after-tax account should be the estimated return after taxes.

It is assumed that you will dip into assets to support your retirement.

The last column shows how much of your assets are remaining, and where it first shows a negative number, is the year your assets will run out.

It is assumed that you will deplete your taxable assets before your non-taxable assets.

The program will work with any version of Microsoft Excel.

No warranties are expressed or implied. No investment advice is expressed or implied. If retirement or investment advice is required, you should consult with a financial or accounting professional.

To access the program to analyze your retirement, click here.

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