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Cells in yellow highlight require User Input. Do NOT touch the other cells! Retirement Period Life Expectancy (years) Life Expectancy (months) Desired Retirement Income Retirement

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Cells in yellow highlight require User Input. Do NOT touch the other cells! Retirement Period Life Expectancy (years) Life Expectancy (months) Desired Retirement Income Retirement Fund Rate of Return S 80 960 6,000 monthly 0.00% annually #DIV/0! #DIV/O! 0.00% monthly PVIFA Target Retirement Fund Accumulation Period Working Life (years) Working Life (months) Accumulaton Period Rate of Return 0 0 0% annually 0.00% monthly FVIFA #DIV/0! Required Monthly Retirement Investment #DIV/0! per month 0% S 100,000 annual salary With Employer 401(k) Plan--for example, 7% monthly from your monthly salary Employer contribution $ 0% $ #DIV/0! Additional Monthly Investment to Achieve Desired Retirement Fund #DIV/0! per month

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