Retirement & Savings Calculators
Are you planning for retirement? Creating a college savings plan? Although it is nearly impossible to predict what the market and economy will be like over the years, our savings and retirement calculators can help you estimate how much you need to save to reach your goals. Our free retirement and savings spreadsheets are designed for Microsoft Excel, so you can work with them on your own computer.
Featured Savings and Retirement Calculators
NEW Retirement Calculator
Estimate how much of your salary to save to meet your retirement goal. Combines the accumulation (savings) period and the withdrawal period in a single analysis.
401k Calculator
How much will I have saved by the time I retire? Track your balance over time & calculate IRR.
Savings Interest Calculator
How fast will my savings account grow? Set up a simple savings plan to estimate the interest earned in your savings account over time.
College Savings Calculator
Create a college savings plan for your children, including costs for K-12 and high-school.
Retirement Withdrawal Calculator
Similar to the annuity calculator, but a bit more flexible and you can enter the amount you want to withdraw.
Savings Goal Tracker
Keep track of how your savings is allocated. Track the progress of your goals.
Savings Account Register
With this spreadsheet you can divide a savings account into virtual sub-accounts for tracking specific goals.
Net Worth Calculator
Calculate your net worth based on the total of all your assets minus your liabilities.
Traditional vs Roth IRA Calculator ▶
Calculate the difference between Traditional vs. Roth IRA contributions and net worth based on tax rates.
Simple Investment Tracker ▶
Provides a simple way to track an investment account over time to estimate return on investment.
Savings Snowball Calculator ▶
Use this spreadsheet to estimate how long it will take you to reach your short-term and mid-term savings goals, using the snowball method.
Compound Interest Calculator ▶
Calculate the future value of your savings or loans using the compound interest formula.