# Taxlume — Retirement & Tax Planner

> Retirement & Tax Planner (iPhone/iPad app by mert karagoz.)

- Source: https://appshunter.io/ios/app/taxlume/id6792580086 (this page in markdown: same URL + `.md`)
- Developer: [mert karagoz](https://appshunter.io/developer/6790609108)
- Category: Finance, Productivity
- Price: Free
- Age rating: 4+
- Requires: iOS 13.0 · 23 MB
- Languages: American English
- Released: 2026-07-31
- Data updated: 2026-08-27
- User reviews in markdown: https://appshunter.io/ios/app/taxlume/id6792580086/reviews.md

## What is Taxlume?

Taxlume helps US self-employed freelancers answer two questions every quarter: "Which retirement plan fits me?" and "How much should I set aside for taxes?"

RETIREMENT PLAN COMPARISON
Enter your net self-employment income and age, and Taxlume instantly compares your maximum contribution limits across:
• Solo 401(k) — employee deferral + employer profit-sharing
• SEP IRA — simple, high-limit employer contribution
• SIMPLE IRA — lower limits, easier setup

Includes 2026 catch-up contribution amounts for ages 50-59 and 60-63.

QUARTERLY TAX ESTIMATE
Get a rough estimate of what to set aside for self-employment tax and federal income tax before each quarterly deadline, with reminders you can turn on so you never miss a due date.

OTHER FEATURES
• Save and revisit past calculations, compare two income scenarios side by side
• Share your results as a clean summary card
• Built-in guide explaining how each plan type works
• No account, no sign-up, no data leaves your device

Taxlume is a free, ad-supported educational calculator — not personalized tax or investment advice. Always confirm your numbers with a licensed CPA or financial advisor before making contributions or filing estimated taxes.


## Version history (last 2 releases)

### 1.0.1 — 2026-08-05

Added a year-to-date tracker on the home screen — see at a glance how many quarters you've logged this year and your total recommended tax set-aside so far.

### 1.0 — 2026-07-31

No release notes.

## More apps by mert karagoz

- [Classicora: Classic Books](https://appshunter.io/ios/app/classicora-classic-books/id6790609106)

All apps by mert karagoz: https://appshunter.io/developer/6790609108

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-27.*