Retirement Estimator vs Capstone RIA

Retirement Estimator is your personal pocket financial assistant for simulating and visualizing financial scenarios days to decades into the future. EXPLORE YOUR RETIREMENT POSSIBILITIES Model any combination of income streams, investments, and expenses with full control over monetary value, taxes, anticipated growth rate, and time horizon. Simulate transfers between income, investments, and expenses to explore "what if" scenarios. Run Monte Carlo simulations to model a range of possible financial outcomes and estimate the probability that your retirement plan succeeds. Then experiment by adjusting income sources, investments, and expenses to see how each decision shapes your projected results. VISUALIZE YOUR FINANCIAL FUTURE • Track income, investments, and expenses with clear, color-coded line graphs • Estimate your Probability of Success with Monte Carlo simulation • Export detailed CSV reports to Excel, Numbers, or any spreadsheet app • Simulate fund transfers between income, investments, and expenses • Model scenarios from days to decades into the future PRIVACY FIRST. ALL DATA STAYS ON YOUR DEVICE Everything you enter is stored locally on your device and is never transmitted to ITDT LLC or any third party. No account required. SECURE ACCESS Protect your financial data with Face ID, Touch ID, or a PIN.

The Capstone RIA app enables authorized Capstone RIA clients to access portfolio data in a simple, refined interface. Requirements: You need to be a Capstone RIA client that has been authorized for the phone application. If you would like to request access, please contact your Capstone RIA primary contact.