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Free excel download index examples3/14/2024 These charts can also be useful when it comes to showing the fluctuations that occur in your investments throughout the years. In general, retirement planning charts are very helpful in showing financial progress through the years. If you are a spouse, you may want to create a joint retirement planning chart with your husband or wife. If you are planning on building a retirement portfolio, we highly recommend the use of stock or bond index charts as well as money market or bond index charts. You can use them in Excel, Microsoft Word, PowerPoint, or another word processing application. There are many different kinds of charts including line charts, bar charts, pie charts, and heat maps. One great thing about creating RACI charts is that you can easily access them from any computer. The United States Department of Labor has some very specific guidelines regarding retirement account and IRA rules. In most cases, you’ll need an attorney or chartered accountant to make these types of financial recommendations for you based on the laws of your state. We highly recommend that you complete a comprehensive search for RACI chart templates and investment advisors prior to contacting them. This article was co-authored with Rachel Harricharan, a Certified Financial Planning and Retirement Expert.
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