401k Calculator Overview
You may move from worksheet to worksheet by clicking on the dark blue buttons
in the upper right corner of each worksheet or the blue tabs at the bottom of each worksheet.
Use your mouse or arrow keys to move to the next input box.
Be conservative with your assumptions- assuming aggressive scenarios will generate improbable answers.
Red marked boxes ( ) provide additional comments when the mouse pointer is placed over the mark.
How much your investment will be worth at the age of retirement
Whether you're investing enough today to meet your investment goal (Annual Contribution calculation)
The age at which your investment goal will be met
the light blue scroll bars test
the light blue shaded boxes.
cumulative savings throughout your working career.
Financial Calculators available at www.simpleplanning.com
- Retirement Planner -
- Investment Calculator -
- Budget Planner -
Software License Agreement
Simpleplannings.com grants usage of this financial planning "software" under the following
terms and conditions:
After the purchasing and downloading of this software from Simpleplanning.com, the purchaser
is granted a "license" to use this product.
The "licensee" may make copies of this product in an amount that does not exceed the number
of licenses originally purchased from Simpleplanning.com, or for the purpose of creating a backup copy.
This file or the software contained in this file shall not be transferred to a non-licensee without the written
consent from Simpleplanning.com.
Limitation of Liability
Simpleplanning.com will not be held liable for damages in the event of, but not limited to
inaccurate assumptions, calculation errors, software, hardware, data and network failure and
profit/savings losses as a result of using this software.
1. Calculate: Through a series of financial calculations, the 401k Calculator determines:
2. Personal Information: Enter age, desired retirement age, current salary and 401k information using
3. 401k Contribution Allocation: enter your Allocation %'s and Avg % Return for each investment into
The "Investment Detail" worksheet illustrates your annual contributions, investment return and