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Financial Calculator This template contains 10 common financial calculations. Most are self explanatory. A few need further explanation. Future Value of an Annuity --the future value of a series of periodic investments of an equal amount. Annuitizing a Future Amount --the equal periodic payments that you could withdraw from an investment. After Tax Real Rate of Return on Investment --the annual return on your investment after taxes and inflation have taken their share. Tax Free Equivalent Yield --converts a taxable return to an after tax return. Taxable Equivalent Rate for Tax Free Yield --converts a tax free yield, such as that of a municipal bond, to a taxable yield -so that you can comparison shop for yields. To view the template, click the worksheet tab labeled Template at the bottom of the screen or press Ctrl-PgDn. With the exception of data entry cells, all cells are protected. Use the Tab key to move from one unprotected cell to the next. Copyright © KMT Software, Inc. All Rights Reserved.Financial Calculator Present Value of an Amount Future Value of an Amount Future Amount Present Value Number of Periods Number of Periods Interest Rate per Period Interest Rate per Period Present Value Future Value Present Value of an Annuity Future Value of an Annuity Payment per Period Payment per Period Number of Periods Number of Periods Interest Rate per Period Interest Rate per Period Present Value Future Value Rate of Return -Lump Sum Annuitizing a Future Amount Present Value Future Value Number of Periods Number of Periods Future Value Interest Rate per Period Interest Rate per Period Annuity Monthly Loan Payment After Tax Real Rate of Return on Investment Loan Amount Rate of Return Number of months Annual Inflation Rate Annual Interest Rate Marginal Tax Rate Monthly Loan Payment After Tax Rate of Return Tax Free Equivalent Yield Taxable Equivalent Rate for Tax Free Yield Taxable Yield Tax Free Yield Marginal Tax Rate Marginal Tax Rate Tax Free Yield Taxable Equivalent Rate
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