401K Planner Tool - Personal Finance

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A simple and easy to use, yet powerful tool to estimate your 401K plan assets to help you achieve financial freedom based on current balance, estimated future contributions and estimated rate of return.

• Compare your tax-deferred account balance at the time of financial freedom against similar investments in a taxable account.
  
  
• Also find a monthly income estimator during financial freedom based on a life expectancy of 90 years.

Note: Microsoft Excel is needed to run this spreadsheet. This tool is provided for information and illustrative purposes only. Please consult your personal investment advisor/tax advisor for your specific situation.