Retirement Planning Manual Using MS Excel

Retirement Planning Manual Using Excel is a step-by-step approach in preparing a personal retirement plan using Microsoft Excel. Examples, templates, and illustrations are provided along the way. Free downloadable spreadsheets are available at the companion website: www.taxbootcamp.com.

Find answers to common questions. How does Social Security work? How do I organized my retirement dream? When should I collect Social Security? How do I calculate how much I should save? How do I calculate how much I need for retirement? How do I evaluate alternative investments such as real estate, annuities, and stock options? Should I choose a Roth IRA over a traditional IRA? What retirement savings vehicles are available if I am self-employed? How can I estimate tax expense in retirement planning? What are the pension plan distribution rules?

This manual is used as a textbook in the Masters of Accountancy program at the University of San Diego - but is written so that those with no business experience and a basic understanding of Excel can easily understand the basics of retirement planning.