• If I were to create an excel workbook with these following criteria's (and the below information): Capital Budget calculations for both options.

  Retirement forecast based on the below information (a separate forecast for each of the possible capital expenditure options).

  What does the workbook need in it? For example a present lump sum? Or what type of annuity? Would appreciate help on formatting my first workbook.

  
  

• INFORMATION
• Purchase a rental property for $500,000. It will create cash flow of $60,000 per year in rent, which will increase by 4% per year over the next 10 years. They then anticipate being able to sell the property for $750,000.
• Invest $500,000 in a 10 year 10% coupon bond, paying out dividends semi-annually.
• Married couple- $250,000 per year income from W-2 form.
• Ages 45 and 42, no children.
• In addition to the W-2 income they own a business (S-Corporation) and typically see about $100,000 in dividends each year (total between the two of them).
• Current retirement savings = $1,500,000.
• They contribute the maximum possible to a Simple IRA each year.
• They would like to retire at 50 with $2,500,000 in their retirement account.
• They will also be continuing ownership in the S-corp and plan to continue to receive the dividends after retirement