Retirement Planning

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Bob's Retirement Planning Worksheet
Created by
Created on
Parameters
Current income
Current savings in Retirement Fund
Employer's savings rate
Bob's contribution rate
Age
Return on assets
pre-retiremment return
post_retirement return
percentage of final income spent
income growth rate

116,000
167000
10%
9500
46
8%
4%
70%
4%

Decision
savings rate

5%

Model
Age

Income
46
116000
47
120640
48 125465.6
49 130484.22
50 135703.59
51 141131.74
52 146777.01
53 152648.09
54 158754.01
55 165104.17
56 171708.34
57 178576.67
58 185719.74
59 193148.53
60 200874.47
61 208909.45
62 217265.82
63 225956.46
64 234994.72
65 244394.5
66 254170.28
67 264337.1
68
69
70
71
72
73
74

75
76
77
78
79
80

Sensitivity Analysis
1%
2%
3%
4%
5%
6%
7%
8%
9%
10%
11%
12%
13%
14%
15%
16%
17%
18%
19%
20%

398515.23
-154907.11
-16551.53
121804.06
260159.65
398515.23
536870.82
675226.41
813581.99
951937.58
###
###
###
###
###
1782071.1
###
###
###
###
###

Tornado Chart
low
Pre-retirement rate of return (7-9%)
143987
Post retirement rate of return (4-6%) 398515.23
savings rate (4-6%)
260159.65
income growth rate (3-5%)
1054490
percentage of final income spent (60-80%)
501206

Savings out of income
Retirement Assets pre-retirement
consumption post retirement
17400
167000
18096
198456
18819.84
233152.32
19572.63
271377.14
20355.54
313442.85
21169.76
359688.04
22016.55
410479.63
22897.21
466215.22
23813.1
527325.53
24765.63
594277.2
25756.25
667575.63
26786.5
747768.18
27857.96
835447.59
28972.28
931255.68
30131.17
1035887.31
31336.42
1150094.71
32589.87
1274692.16
33893.47
1410561
35249.21
1558655.09
36659.18
1720006.67
38125.54
1895732.74
39650.56
2087041.93
185035.97
185035.97
185035.97
185035.97
185035.97
185035.97
185035.97

185035.97
185035.97
185035.97
185035.97
185035.97
185035.97

300000000%
250000000%
200000000%

Series2
Series1

150000000%
100000000%
50000000%
0%
-50000000%
1 2 3 4 5 6 7 8 9 1 1 1 1 1 1 1 1 1 1 2
0 1 2 3 4 5 6 7 8 9 0

high
1259971.87
957636
percentage of final income spent (60-80%)
536870.82
159503
income growth rate (3-5%)
814573
savings rate (4-6%)
Post retirement rate of return (4-6%)
Pre-retirement rate of return (7-9%)
2000000 1000000

low
high

Retirement assets post retirement

1985487.64
1879871.18
1770030.06
1655795.29
1536991.14
1413434.82
1284936.24

1151297.72
1012313.66
867770.24
717445.09
561106.92
398515.23

Series2
Series1

2
0

1000000

low
high

price/cup
no. of cups
revenue
unit cost
fixed cost
profit

8
2000
16000
3
10000
0

Goal Seek to know the breakeven point of selling how many cups

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