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  2. 6 Tools to Streamline Your Retirement Planning

    www.aol.com/6-tools-streamline-retirement...

    Preparing financially for retirement takes diligent tracking of savings, investments and benefit projections over decades. Thankfully, the right tools exist to help chart progress toward various ...

  3. Retirement - Wikipedia

    en.wikipedia.org/wiki/Retirement

    Retirement calculators vary in the extent to which they take taxes, social security, pensions, and other sources of retirement income and expenditures into account. The assumptions keyed into a retirement calculator are critical. One of the most important assumptions is the assumed rate of real (after inflation) investment return.

  4. Annuity - Wikipedia

    en.wikipedia.org/wiki/Annuity

    In Excel, the PV and FV functions take on optional fifth argument which selects from annuity-immediate or annuity-due. An annuity-due with n payments is the sum of one annuity payment now and an ordinary annuity with one payment less, and also equal, with a time shift, to an ordinary annuity.

  5. Microsoft Excel - Wikipedia

    en.wikipedia.org/wiki/Microsoft_Excel

    Microsoft Excel is a spreadsheet editor developed by Microsoft for Windows, macOS, Android, iOS and iPadOS.It features calculation or computation capabilities, graphing tools, pivot tables, and a macro programming language called Visual Basic for Applications (VBA).

  6. ‘It makes an enormous difference’: Warren Buffett said simple ...

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    Buffet says, "If returns are going to be 7 or 8% and you're paying 1% for fees, that makes an enormous difference in how much money you're going to have in retirement."

  7. Retirement spend-down - Wikipedia

    en.wikipedia.org/wiki/Retirement_spend-down

    The appeal of retirement age flexibility is the focal point of an actuarial approach to retirement spend-down that has spawned in response to the surge of baby boomers approaching retirement. The approach is based on personal asset/liability matching process and present values to determine current year and future year spending budget data points.

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