Q:

What websites have free retirement worksheets available online?

A:

Quick Answer

The Employee Benefits Security Administration has a number of free online worksheets at AskEBSA.DOL.gov to help individuals aged 50 to 70 plan retirement details, reports the U.S. Department of Labor. Free online worksheets called Ballpark Estimate are available at ChooseToSave.org to help individuals estimate how much they need to save for retirement, states the Employee Benefit Research Institute. A free online retirement budget worksheet at ConsumerReports.org enables individuals to estimate a retirement budget, according to Consumer Reports.

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Full Answer

The Employee Benefits Security Administration worksheets include a general information worksheet, a pre-retirement assets/savings worksheet, a post-retirement assets/savings worksheet, an expenses worksheet, and a projections & results worksheet, explains the U.S. Department of Labor. The EBSA provides the worksheets to help individuals take some of the uncertainty out of retirement planning, although it emphasizes that the results are only estimates. Step-by-step instructions and explanations accompany each worksheet.

There are two Ballpark Estimate retirement worksheets available, points out the Employee Benefit Research Institute. One is for individuals who work in the private sector, and the other is for federal government employees. A list of frequently asked questions provides help in answering some of the financial questions. The retirement budget worksheet at ConsumerReports.org allows individuals to compare their present income and expenses with those they anticipate needing when they retire, explains Consumer Report.

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