DoL Unveils Retirement Planning Worksheets

The Department of Labor (DoL) has unveiled a set of interactive worksheets to help workers with retirement savings decisions.

A DoL news release said the set of interactive worksheets was developed as a companion to the agency’s 2006 publication “Taking the Mystery Out of Retirement Planning.”

The worksheets allow those 10 to 15 years from retirement to calculate their income and savings as well as their projected expenses in retirement. Although targeted to individuals approaching retirement, the worksheets and booklet are also useful for recent retirees, the agency said.

The worksheets are located here. The booklet can be viewed here.