Retirement Account Estimating and Tracking Made Simple

AUWF proudly introduces, 

on behalf of the John Anthony George Foundation ...

Retirement Account Estimating and Tracking Made Simple

    
Confused by all those tables and pie charts provided by your retirement account website? Looking for a simple computer-based tool to estimate and track ALL of your accounts in what-if, at-a-glance, all-inclusive fashion?  

Build your confidence in following your financial retirement potential in a way never before offered. Here, we provide you with an Excel program requiring the very simplest of keyboarding skills. Add this to your strategies both you and your financial advisor can use to project and follow your retirement goals. 

Call or text us today at 773-230-8817 and we'll arrange for your very own one-on-one or group, in-person or screen-sharing, demonstration of this uniquely powerful yet easy-to-use Excel tool.

   

Serving these retirement account types ...

Account Type 1 RAET: Dividends and Gains with unrestricted and tax free burden redemption at retirement and defined contribution limits.

For example ...   Roth IRA  -  Mutual Fund Accounts  

Account Type 2 RAET: Dividends and Gains with required minimum and tax burden redemption at retirement and defined contribution limits.

For example ...   Standard IRA  -  Simple IRA  -  SEP IRA  -  401k  - Simple 401k -  Solo 401k  -  403b   

Account Type 3 RAET: Interest-bearing accounts.

For example ...   Health Savings Account (HSA)  -  Savings Accounts  -  CDs

***Click here to download the RAET***

PLEASE DO NOT EDIT OR POPULATE THE RAET DOCUMENT ON THIS SITE. KINDLY FOLLOW THE INSTRUCTIONS BELOW TO DOWNLOAD TO YOUR LAPTOP OR NOTEBOOK! 

PC download: (Click on the RAET download link above ... Once opened, click on 'File' ... choose 'Download' ... click on 'Microsoft Excel' ... click on 'Open file' in Downloads pop-up ... once the RAET is opened, click on 'Enable Editing', if prompted ... click on 'File' ... click 'Save As' ... re-name your file ... save to your Desktop.)  (Follow Mac download procedures as required)

Note: Be sure to always make a backup copy of your RAET after each edit on your own device. 

Click here to view a closer look at the Retirement Account Types Our RAETs Commonly Support

RAET Endorsements and Reviews  

*  "Has been an invaluable addition to my retirement planning. Keeps me engaged almost weekly. Sometimes daily. Simple to use. Love it."  YR. 42. La Grange Park, IL

*  "Had been struggling to understand just where my financial retirement future was heading. I couldn't keep up with all of the charts and and tables. My RAET has changed all that.

One stop 'shopping' to all of my tracking needs."  TH. 56. Rockford, IL

*  "Can't think of a better way to track my retirement future than through my RAET.  Really like the Retirement Platforms $ Goals page. Yes, at-a-glance, all-at-once estimating and tracking works for me. RW. 61. Sacramento, CA

*  "Simple. simple, simple. What I like most is the ability to create different scenarios and what they might mean to my financial future. First time I've felt in control of my retirement prospects."

FG. 47. Des Moines, IA

*  "The RAET design made me more confident in understanding my retirement future. In fact, my financial planner has incorporated it in my retirement planning strategies. Seems like all those numbers now make sense in a way I can understand."  NM. 55. Chicago, IL

Happy estimating and tracking your way to a healthy financial retirement future! 

'In Good Faith' Agreement: The user of a provided RAET agrees to honor its use as theirs alone and NOT file share with others unless otherwise authorized.

Please see your tax advisor to determine to what extent, if any, your support of this initiative can convey any tax benefits or responsibilities to you.