Custom Financial Spreadsheet Development
Budget: $250 – $750 USD
I'm in need of an expert spreadsheet designer who can create customized financial tracking spreadsheets for my clients.
Key Responsibilities:
- Design and develop financial spreadsheets, using either excel or numbers
- Customize the spreadsheets to facilitate lifetime tax analysis for what happens over time to a qualified plan showing Required Minimum Distributions, taxes, reinvested RMDs and taxes to heirs. Like to be able to put information on sheet 1 as an input page including clients name(s), single or married, year, age(s), life expectancy, type of qualified plan (IRA, 401k, 403b, 401A) dollar amount of investment, rate of return, tax rate. Roth conversion amounts, number of years, tax credit info, etc.
Then on second sheet columns for each section with the rows automatically populating based on ages and life expectancy imputed with the correlating IRS RMD schedules applying. (Currently if client born before 1960 RMDs start at 73, born after 1960 age 75).
3rd sheet showing Roth conversion analysis with net affects of tax savings
A final summary sheet to include an attractive report summary showing before and after.
Ideal Skills:
- Proficiency in spreadsheet software (Excel, Google Sheets, numbers etc.)
- Experience in financial analysis
- Knowledge of IRA and related financial concepts
- Excellent attention to detail and ability to customize based on client needs.
Please note: The designed spreadsheets should be user-friendly and able to handle complex financial data.
Key Responsibilities:
- Design and develop financial spreadsheets, using either excel or numbers
- Customize the spreadsheets to facilitate lifetime tax analysis for what happens over time to a qualified plan showing Required Minimum Distributions, taxes, reinvested RMDs and taxes to heirs. Like to be able to put information on sheet 1 as an input page including clients name(s), single or married, year, age(s), life expectancy, type of qualified plan (IRA, 401k, 403b, 401A) dollar amount of investment, rate of return, tax rate. Roth conversion amounts, number of years, tax credit info, etc.
Then on second sheet columns for each section with the rows automatically populating based on ages and life expectancy imputed with the correlating IRS RMD schedules applying. (Currently if client born before 1960 RMDs start at 73, born after 1960 age 75).
3rd sheet showing Roth conversion analysis with net affects of tax savings
A final summary sheet to include an attractive report summary showing before and after.
Ideal Skills:
- Proficiency in spreadsheet software (Excel, Google Sheets, numbers etc.)
- Experience in financial analysis
- Knowledge of IRA and related financial concepts
- Excellent attention to detail and ability to customize based on client needs.
Please note: The designed spreadsheets should be user-friendly and able to handle complex financial data.