Excel Calculators for Determining Retirement Accumulation and Disbursement Information

Tom Arnold; John H. Earl; Cassandra D. Marshall; Adam Schwartz

doi:10.3905/jwm.2017.20.2.094

Article

Excel Calculators for Determining Retirement Accumulation and Disbursement Information

Tom Arnold, John H. Earl, Cassandra D. Marshall and Adam Schwartz

The Journal of Wealth Management Fall 2017, 20 (2) 94-101; DOI: https://doi.org/10.3905/jwm.2017.20.2.094

Tom Arnold

is a professor in the Department of Finance at the University of Richmond in Richmond, VA. tarnold@richmond.edu

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John H. Earl

is an associate professor in the Department of Finance at the University of Richmond in Richmond, VA. jearl@richmond.edu

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Cassandra D. Marshall

is an assistant professor in the Department of Finance at the University of Richmond in Richmond, VA. cmarshal@richmond.edu

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Adam Schwartz

is an associate professor in the Department of Finance at Washington and Lee University in Lexington, VA. schwartza@wlu.edu

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Abstract

This article provides two different retirement calculators to help investors plan for retirement savings and retirement disbursements. The calculators are created in Excel and require minimal programming, which makes them not only practical but also easy to implement. Furthermore, the calculators can address multiple investor scenarios and can be integrated to produce a reasonably thorough retirement plan.

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The Journal of Wealth Management

Vol. 20, Issue 2

Fall 2017

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Excel Calculators for Determining Retirement Accumulation and Disbursement Information

Tom Arnold, John H. Earl, Cassandra D. Marshall, Adam Schwartz

The Journal of Wealth Management Jul 2017, 20 (2) 94-101; DOI: 10.3905/jwm.2017.20.2.094