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Retirement Spending Model

Last update on: Mar 17 2020

Bob Carlson of Retirement Watch has developed a Microsoft Excel spreadsheet that enables individuals to develop a custom model of their retirement spending. You will need Microsoft Word to read the instruction sheet and Microsoft Excel to work with the spreadsheet. Click on the links below to download the appropriate files.

Retirement Spending Model Instructions

Retirement Spending Spreadsheet


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Congress Comes for your Retirement Money
A devastating new law has just been enacted, with serious consequences for anyone holding an IRA, pension, or 401(k). Fortunately, there are still steps you can take to sidestep Congress, starting with this ONE SIMPLE MOVE.

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