Leave a Review RetirePlan
Beats all other planners
We’ve used RetirePlan for several years. We have several investment properties and a diverse portfolio. Once you input the numbers and assumptions, you can simulate several scenarios and adjust for your desired outcome. It helps us stay on track with our retirement plans and we consult with it each time we make a financial move. Good job folks! Keep adding to it please.Show lessShlloopy
Great planning tool
This is a great tool to estimate retirement resources. My only complaint is that it doesn’t account for the required minimum distribution from IRA/Deferred Comp accounts. You can add the approximate income but it isn’t deducted from your IRA balances.Tgggfg443
Best retirement planner
This is the best retirement scenario planner to see if your money is going to be enough for the lifestyle you choose. The only thing that would make it better is variable returns based on historical data since the market swings rather than a linear return. Maybe an update??Gatsby22
Too Simplistic
This is not real world. Very, very basic spreadsheet producing unusable results. Wasted $5.HardAppleCider
Love this App
This is a great retirement tool! Easy to use and understand. I would like to see an option to do Roth IRA conversion for specific years. It would make it a complete package.
Thanks for considering to make this change. I think many people would find this helpful.DR Graff
Good App
I wish it allowed for Spouse to have a separate retirement date and to provide estimates for period where one spouse is retired and one spouse is still working. Should be able to show either positive or negative cash flow during this period based on selections made.lokent_72
Excellent app; but important improvement required!
I have recently started using this app having been recommended it by a financial advisor. It is very easy to use and has provided excellent clarity to my financial position which has given me the confidence to retire many years earlier than I originally envisaged.
However I totally agree with another user’s comments in that the app should include the functionality to enter different rates of return for different asset categories. For example, in the UK, cash saving rates are as low as 1.5% but the forecast returns for stocks are likely to be significantly higher. This means you have to calculate a weighted average return dependant on the mix and value of assets held.Show lessNick Badger
Good developer feedback
This is pretty easy to use as other people have reported. It does what I wanted.
There was a problem with social security not being taxed but I sent in an email about it and got a response back the same day and a fix was out a few days later. That’s good service, hence the 5 star rating.Morromid
Very well done planning app!
A great tool for the iPAD. Being able to add different variables and graphically see the results is very helpful. The app is very easy to use and is a bargain for $4.99. I can include all of my pensions, spouse and my own social security, simulate a market crash, add recurring or one time income or expenses, add a side hustle retirement job, and on and on and on. I am very please with this purchase.Show lessMcAmboy
Amazing retirement planning tool
Found this today. I’ve been planning for saving for retirement for over ten years and had created a number of income plans in excel. This app allows me to make real income modeling !!!. Given I have pensions in both the US and UK it allow me to model and sorts of scenarios... can see me using this regularlyShow lessstedunne74
