Retirement Planning Manual Using MS Excel from Tax Boot Camp Publishing

Retirement Planning Manual Using MS Excel from Tax Boot Camp Publishing
Retirement Planning Manual Using MS Excel from Tax Boot Camp Publishing (click images to enlarge)
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Retirement Planning Manual Using MS Excel from Tax Boot Camp Publishing

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Description of Retirement Planning Manual Using MS Excel from Tax Boot...

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Manufacturer Description

Retirement Planning Manual Using Excel is a step-by-step approach in preparing a personal retirement plan using Microsoft Excel. Examples, templates, and illustrations are provided along the way. Free downloadable spreadsheets are available at the companion website: www.taxbootcamp.com.

Find answers to common questions. How does Social Security work? How do I organized my retirement dream? When should I collect Social Security? How do I calculate how much I should save? How do I calculate how much I need for retirement? How do I evaluate alternative investments such as real estate, annuities, and stock options? Should I choose a Roth IRA over a traditional IRA? What retirement savings vehicles are available if I am self-employed? How can I estimate tax expense in retirement planning? What are the pension plan distribution rules?

This manual is used as a textbook in the Masters of Accountancy program at the University of San Diego - but is written so that those with no business experience and a basic understanding of Excel can easily understand the basics of retirement planning.

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