Retirement Planning

How to Track Your Retirement Accounts: TFSA & RRSP / IRA & ROTH IRA (Easy Excel Tutorial) [Video]

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How to Track Your Retirement Accounts: TFSA & RRSP / IRA & ROTH IRA (Easy Excel Tutorial)

This is Part Two of my videos series showing you how to set up an personal finance spreadsheet in Excel similar to the one I use.

In this video, I show you how to set up a tab to track your registered (tax-sheltered) retirement accounts: TFSA & RRSP in Canada, ROTH IRA & Traditional IRA in the U.S., etc. This will include tracking the following:
– Each contribution and withdrawal in these accounts
– Your remaining contribution room for each year
– Your all-time gains as dollars and percentages
– An easy-to-read bar chart showing how close you are to maxing out your retirement accounts

Part One of the series:
Part Three is coming soon.

00:00 What is this video?
00:57 My TFSA & RRSP spreadsheet explained
11:39 Tutorial: Setting up the TFSA/RRSP tracker (Roth IRA / Traditional IRA)
23:55 Tutorial: Tracking combined Stats of retirement accounts
29:17 Tutorial: Bar chart to track your progress maxing out retirement account

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My video equipment used for this video (affiliate links):
35mm lens:
20mm lens:
RGB Lights:
Key light:
Key light stand:
Key light softbox:

Retirement Planning

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Retirement Planning

Multi Year Guaranteed Annuity - What is a Multi Year Guaranteed Annuity?!? [Video]

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Retirement Planning

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Retirement Planning


Practice Activity 1:Find the Present Value (P) and the Future Value (F) of quarterly payments of ₱ 2,000.00 for 5 years with interest rate of 8% compounded quarterly.Independent Activity 1Find the Present Value (P) and the Future Value (F) of semi-annual payments of ₱ 8,000.00 for 12 years with interest rate of 12% compounded semi-annually.Practice Activity 2:How much should you invest in a fund each year paying 2% compounded annually to accumulate ₱ 100,000.00 in 5 years?Independent Activity 2Starting on her 30th birthday, a woman will invest an amount every year on her birthday in an account that grows at an annual rate of 7%. What should be the amount invested should she want her fund to ₱ 300,000.00 just before her 65th birthday?Practice ActivityThe value of a car requires a ₱ 169,000.00 cash downpayment and a monthly payment of ₱ 12,000.00 If money is computed at 10% compounded monthly, how much is the cash price of the car payable in 5 yearsIndependent Activity 3The buyer of a lot pays ₱ 50,000.00 cash and ₱ 10,000.00 every month for 10 years. If money is 8% compounded monthly, how much is the cash price of the lot?