The following Learning Tools may be helpful for this section:

6.    Retirement Planning Needs Worksheet

This Excel worksheet helps you determine how much you must save each month to achieve a specific lifestyle at retirement based on the following estimates: years until retirement, expected return, inflation, and tax rates.

25.    Retirement Planning Ratio Forecasts

This spreadsheet is an Excel spreadsheet that helps you determine where you are in your progress towards achieving your retirement goals. By inputting the relevant information, you can determine whether you are on track for reaching your retirement goals based on your age and your income.