401(k) Reallocation Planner
This spreadsheet helps you to reallocate your investments in your 401(k). Enter your current 401(k) investments by category. Then input the new percentages (new allocation %). The "Change Needed" column calculates the amounts by which you will need to increase accounts (negative numbers represent the amounts by which you need to decrease accounts). Be sure that your new allocation percentages total 100%. Also be sure that the total current allocation amount equals the total you currently have invested. 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.
401(k) Reallocation Planner
<- Enter name in cell to the left
<- Enter date in cell to the left Target Total Investments:
Investments Current Allocation $ Current % Target Allocation % Target Allocation Change Needed
Totals