This template gives you 10 financial calculators for your family personal finance management. These are
- Present value of an amount
- Present value of an annuity
- Rate of return -Lump sum
- Monthly loan payment
- Tax free equivalent yield
- Future value of an amount
- future value of an annuity
- Annuitizing a future amount
- After tax real rate of return on investment
- Taxable equivalent rate for tax free yield
In this template, you can record year of investment, current allocation, current allocation percentage, target allocation percentage, target allocation amount and the change required.
| Name: | 401k Re-allocation template |
| Category: | Personal Finance |
| Application: | Google sheets |
| Tags: | 401k reallocation template google sheets |
Screenshots of the template:
FAQ:
What is Present value of an investment?
The present value of an investment is the sum of all the payments made into the investment, discounted at the rate of interest.
What is present value of an annuity?
The present value of an annuity is the sum of all the payments made into the annuity, discounted at the rate of interest.
What is rate of return of a lump sum?
The rate of return of a lump sum is the percentage of the original investment that is returned to the investor over the life of the investment.
What is monthly loan payment?
The monthly loan payment is the amount that the borrower is required to pay each month on their loan.
What is tax free equivalent yield?
The tax free equivalent yield is the yield that an investment must have in order to be equivalent to a tax free investment.
What is future value of an investment amount?
The future value of an investment amount is the sum of all the payments made into the investment, discounted at the rate of interest, plus the original investment amount.
What is future value of annuity?
The future value of an annuity is the sum of all the payments made into the annuity, discounted at the rate of interest, plus the original investment amount.
What is Annuitizing a Future Amount?
Annuitizing a future amount is the process of converting a lump sum payment into a series of equal payments made at regular intervals over a specified period of time.
What is After Tax Real Rate of Return on Investment?
The after tax real rate of return on investment takes into account the effects of taxes and inflation on the return of an investment.
What is Taxable Equivalent Rate for Tax Free Yield?
The taxable equivalent rate for tax free yield is the rate of return that an investment must have in order to be equivalent to a taxable investment.
