Leave a Review RetirePlan
Valuable Retirement Planning Tool
I’ve used this app for several years as a guide for retirement planning. The new version make inputs easier, but I found both versions to be very useful. The few criticisms I read pertained mostly to RMD inputs, that RMDs are simply part of the tax rate, so that isn’t a valid criticism. Financial planners, investment advisors, and individuals should benefit from the use of this app.Show lessCold Case Analyst
Love This App!
I was really happy to see the latest update. I am always worried that Apple might make some iOS change that breaks something and I really don't want to use anything else.
My only request is if you might be able to either come up with some sort of web based application or native Mac OS app to run on my Macbook? I know I can run the iPad app on MacOS now but it still has sizing issues and artifacts. I would love a web app to be able to have the same functionality from the iPad app in the browser. I know this is not a minor undertaking and would require some sort of subscription to pay for the hosting and data storage.
Anyway, thanks again for your great application!Show lessMeeseintheSprings
Retirement planning done right
This is hands down the best retirement planning tool that I’ve encountered. My wife and I have talked to several retirement planners from the four large firms and I have looked at their rudimentary tools and I can see how they simplify their tools down so they are worthless. They try to convince us to go with them and pay commissions to line their pockets and do a mediocre job of managing our wealth. They always say, what about if this happens, you can’t plan for that (in their tools you can’t) and I show them where I’ve planned for it already. I am grateful to the developer for providing this excellent tool. It requires a bit of work but it is worth it.Show lessadamsr8
General
What have you done with the upgrade it’s a terrible upgrade , can’t see half of the index on the left margin and keeps going into portrait mode from landscapeMalaga bo
Decode the Details
Great app but could you create a page in the help screen that will let me know how the numbers are being determined in the details page? I’m seeing several issues with the spreadsheet details that do not appear to be correct. Hope to be able to understand it better. Thanks for a really helpful app!RW-ESAR
GREAT App!!!
I have been using for years and find it one of the easiest, comprehensive, and informative apps for capital sufficiency analysis. And I am a 35+ year professional in wealth management.
How can I contact the developer?Wiljaw
Been using this for years
I have tried countless apps and online versions. I have been pushing this app on numerous scenarios. Very very well done!mpainc
Simple yet Powerful
This is a very successful product as you can open it is seconds and it provides a complete picture of your retirement just as quickly. Comparing it to my current “paid for” product from Fidelity, it provides more features, charts and performance. The data is much easier to interpret!MEcholand
Simply Than-you.
I’ve used this app for years and it has always proven itself to be a fantastically detailed and accurate planning tool and great for performing what if’s. I truly appreciate this app.Nonefvdfbdbd
Glitch
Overall a great app with lots of options. My only issue is there’s no way to request support. I keep getting a “regular savings” increase every year at 69 even though all savings had long since been depleted. It would be nice to be able to reach out for help.Unless122
