When Can I Retire Pro vs Pocket Plan App

You may have retirement savings in taxable accounts (cash, investments), tax-deferred accounts (Traditional 401k, Traditional IRA), and tax-free accounts (Roth 401k, Roth IRA). Find out when you will be able to retire based on your financial circumstances. **App Highlights** * The "When Can I Retire Pro" app calculates your retirement age by separating out your retirement savings in taxable accounts (cash, investments) and tax-advantaged accounts (Traditional, Roth) as certain tax-advantaged retirement savings cannot be withdrawn without a penalty until you reach the age 59 1/2. * The app factors in the retirement age calculation the taxes you are required to pay on withdrawals from your tax-deferred accounts (Traditional 401k, Traditional IRA). * The app takes into account you are required to make minimum withdrawals from your tax-deferred accounts (Traditional 401k, Traditional IRA) from the age of 72 onwards. * Additionally, this app helps you with an effective strategy on the order in which you can withdraw your retirement assets during your retirement years when you have savings in taxable, tax-deferred, and tax-free accounts. The retirement withdrawals are made first from your taxable accounts, then from your tax-deferred accounts, and finally from your tax-free accounts. * This app lays out a clear picture of your finances with the pre-retirement plan and post-retirement plan. * You can email your pre-retirement plan and post-retirement plan in tabular and graphical views to yourself or others from within the app. * This app saves your inputs across the launches upon successful retirement age calculation. * You can share the app via email, Facebook, or Twitter from within the app. 
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Pocket Plan: Smarter Personal Finance, Simplified Take the guesswork out of money management. Pocket Plan is your all-in-one financial planning app—designed for individuals who want clarity and for advisors who want to better serve their clients. Why Pocket Plan? See your full picture – Connect your bank, retirement, and investment accounts in seconds. Pocket Plan automatically organizes your assets, liabilities, income, and expenses. Track your Retirement Score – Instantly know your odds of retiring comfortably. Pocket Plan helps you set goals, track progress, and make confident adjustments. Visualize your future – Explore “what if” scenarios to see how changes in savings, income, or retirement age could impact your plan. Stay on top of reports – Get clear, easy-to-read reports on your Cash Flow, Net Worth, Investments, and Retirement—all in one place. Work with advisors – Invite your financial advisor to collaborate directly inside the app. Manage multiple advisors at once, or take full control yourself. Getting Started is Easy Create your account with Apple, Google, or email. Answer a few simple onboarding questions (like birthday, income, retirement age). Connect your accounts securely. Get your personalized Retirement Score and start exploring. No spreadsheets. No guesswork. Just a smarter way to see your money clearly and plan with confidence. Your Data, Your Control Pocket Plan never stores your login credentials and gives you full control to add or remove accounts anytime. Security and privacy are always the priority. Download Pocket Plan today and take the first step toward financial peace of mind. For more details, visit www.pocketplan.io