The Retirement Account Organizer is a spreadsheet designed to help an individual capture all retirement account information in a single location. The information is organized by retirement account type, such as 401(k) accounts, pension accounts, 403(b) accounts, IRAs, and annuities. The user can enter and save pertinent information to accurately reflect changes made to the beneficiaries, current value, or desired value for each account. Individuals should use this form to help plan for retirement by setting desired values at retirement for each account.
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