Author Topic: Case Study Spreadsheet updates  (Read 32663 times)

MDM

  • Walrus Stache
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  • Posts: 7785
Re: Case Study Spreadsheet updates
« Reply #100 on: April 14, 2018, 03:38:46 PM »
Version 11.07
  • Added a tab that evaluates a non-deductible IRA vs. taxable (and, while it's at it, Roth and deductible)
  • Tweaks to the Form 8606 tab

Most recent version: Case Study Spreadsheet

The last 2017 version (9.11) is attached to post https://forum.mrmoneymustache.com/forum-information-faqs/case-study-spreadsheet-updates/msg1825323/#msg1825323.

MDM

  • Walrus Stache
  • *******
  • Posts: 7785
Re: Case Study Spreadsheet updates
« Reply #101 on: April 21, 2018, 07:53:30 PM »
Version 11.08
  • Updated the 2016 Average Wage Index for Social Security benefit estimates.
  • Minor formatting
The estimates on the 'SocialSecurity' tab match the version 2018.1 anypia.exe numbers within $1/mo for all examples tested, e.g., https://www.ssa.gov/oact/ProgData/retirebenefit1.html.


Most recent version: Case Study Spreadsheet

The last 2017 version (9.11) is attached to post https://forum.mrmoneymustache.com/forum-information-faqs/case-study-spreadsheet-updates/msg1825323/#msg1825323.