![]() ![]() Note: Getting Your Financial Data Into A Spreadsheet additional income sources as such social security, pensions, or annuities.investment return rate – how much your investments and savings are returning on average over many years, often recommended at 4 – 8%.annual withdrawal rate – usually recommended as 4% of your portfolio, adjusted for inflation each year.years to retirement (or your age at retirement).your current savings, investments, and net worth.Advanced Budget/Income/Net Worth/FIRE SpreadsheetĪ good retirement spreadsheet template should include:. ![]() ![]()
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