This web page contains a live and functional spreadsheet created with
SpreadsheetConverter
. Please enable JavaScript in your web browser for the live calculations to work properly.
Velocity Calculator
Current Age
Savings Rate
Retirement Age
Investment Rate
Monthly Savings
Cost*
Redirect Savings
Tax Rate**
Option 1
Option 2
Savings 1.0
Savings 2.0
+ Investment
= Total
Value at Retirement Age
Annual Income to Age 95
Option 1: 100% in personal savings (traditional strategy)
Option 2: RedirectsSavings and reinvest 80% of the Account
*Cost of Option 2 and depends on the asset, default is 20%
**Tax Rate depends if the accont is Qualified such as an IRA or 401K