RETIREMENT ESTIMATOR DATA FILES

Download these files and import them into the Retirement Estimator app to follow along with the tutorial videos.

How to email files to and from an iOS device.

How to transfer files to and from an iOS device.

How to import/export Retirement Estimator data.

PLAN FILES (RETIREMENT ESTIMATOR 1.7.0 AND LATER)

Set up your financial plan with Anthropic's Claude AI and it gives you a plan file that Retirement Estimator imports.

Retirement Plan Age 67 Plan File — a sample plan: retired at 67, Social Security, a 401(k) and savings.

Retirement Plan Age 67 Update File — an update file for the sample plan above: new balances on November 1, 2026. Import the sample plan first, then open this file; Update Balances opens with the values filled in (Version 1.8.0 or later).

Retirement Estimator Skill for Claude — Version 1.5.2 (What's new)

Social Security Claiming add-on for Claude — Version 1.1.1, works alongside the Retirement Estimator skill (What's new)

Planning for Retirement at 65 Video Planning for Retirement at 65 Data File	Planning for Retirement at 55 Video Planning for Retirement at 55 Data File
Planning for Retirement at 45 Video Planning for Retirement at 45 Data File Planning for Retirement at 45 Yearly Expense Data File	How Much Can You Save in a 401K Video How Much Can You Save in a 401K Data File
Tracking Yearly Expenses Video 2020 Yearly Expenses Spreadsheet for Microsoft Excel 2020 Yearly Expenses Spreadsheet for Apple Numbers