Excel モデル: 退職金拠出金計算機

タイトル： Retirement Contribution Calculator

説明：

This spreadsheet is designed to help employees and employers calculate monthly retirement contributions and project the total savings by retirement age. It includes sections for employee information, monthly deductions from pay, and a detailed month-by-month contribution breakdown.

Employee Information:
- Collects basic details such as employee name, date of birth, designation, start date, and end date.
Monthly Deductions from Pay:
- Details the monthly deductions for insurance, healthcare, and savings.
Month-by-Month Contribution Breakdown:
- Tracks contributions for each month, including the month, date, current pay, monthly contribution, payment per month, start age, end age, and total contributions.

アドバイス/ヒント:

Employee Information:
- Ensure all personal details are up to date to provide accurate calculations.
Monthly Deductions from Pay:
- Regularly update the deduction amounts to reflect any changes in insurance, healthcare, or savings contributions.
Month-by-Month Contribution Breakdown:
- Review the monthly contributions to understand the progress toward retirement savings goals.

ソース： カスタム計算機

次のアイコンをクリックすると、新しいタブで完全なワークブックビューアーが開き、簡単に編集して保存できるようになります。

次のアイコンをクリックするとスプレッドシートがダウンロードされ、編集内容とともにファイルをコンピューターに保存できます。

計算機の使用例:

スプレッドシートの使用の詳細な例: ユーザーが完了するタスク:

Employee Information Section:
- Enter personal details.
  - 例の値:
    - Employee Name: Mark Law
    - Date of Birth: 01/01/1985
    - Designation: Manager
    - Start Date: 01/01/2015
    - End Date: 01/01/2045
Monthly Deductions from Pay:
- Enter monthly deduction amounts.
  - 例の値:
    - Insurance: $650.00
    - Health Care: $550.00
    - Savings: $450.00
Month-by-Month Contribution Breakdown:
- Review contributions for each month.
  - 例の値:
    - January: Date: 01/01/2024, Current Pay: $4,500.00, Monthly Contribution: $1,650.00, Payment Per Month: 2, Start Age: 23, End Age: 55, Total: $2,822,400
    - February: Date: 01/02/2024, Current Pay: $4,500.00, Monthly Contribution: $1,650.00, Payment Per Month: 1, Start Age: 23, End Age: 55, Total: $1,094,400

インタラクティブ計算機が便利な理由:

This spreadsheet consolidates all essential information to provide a detailed analysis of retirement contributions. It helps users understand the impact of their monthly deductions on their total retirement savings and plan accordingly.

ソース： カスタムスプレッドシート

結論：

The Retirement Contribution Calculator is an essential tool for managing and understanding retirement savings contributions. By providing a detailed and organized approach to tracking monthly contributions and projecting total savings, it helps users ensure financial stability and achieve their retirement goals. Regular updates and reviews ensure that the calculations remain accurate and aligned with current financial conditions.