Comparison

RetirePlan vs Retiremax Software LLC

Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.

Head to head
About

RetirePlan

This application helps users plan for retirement by answering key financial questions. It allows for detailed input of financial data, assumptions, and expenses to visualize retirement scenarios and assess their viability. Users can explore different variables with interactive sliders and access detailed reports and simulations.

Highlights
  • Retirement financial planning
  • Interactive data input and assumptions
  • Visual graph projections
  • Adjustable sliders for scenario testing
  • Detailed yearly spreadsheet view
  • Monte Carlo simulation for success likelihood
  • Customizable settings for spouse, Social Security, and inflation
Features
Currently charting
Read full description

RetirePlan is an iPad app that helps you answer all your questions about your retirement. If you have questions about your retirement finances, this is the app to answer them. When can I retire? How much do I need to save every year? How much money will I get every year in my retirement? How long will my money hold out in my retirement? In just a few seconds you can enter your data and assumptions and the graph will update to show you if your plan will work. If you have more time to spend you can enter as much detail as you want to refine your plan. The sliders give you an easy way to see what different values will do to your plan. Need to enter a value outside the slider range? press the amount and a calculator will pop up to let you enter whatever number you need. The slider range will update automatically. Bring up the spreadsheet to see all the details for every year of the plan, or check out the Monte Carlo simulator to see how likely your plan is to succeed! Email your results. Use the settings to add your spouse, include or remove Social Security, and show or hide inflation and interest rates. Use the + button to add a pension, send a child to college, large upcoming expenses, add additional rates of return and retirement income assumptions. Include Tax assumptions to get an even more accurate picture of your future.

About

Retiremax Software LLC

Streamline retirement planning with this app. It simplifies complex calculations, helps you answer client questions efficiently, and allows for drafting, saving, and sending high-quality retirement plans. Enjoy a simple, mobile, and fun planning experience.

Highlights
  • Simplifies complex retirement calculations
  • Answers client questions quickly
  • Drafts high-quality retirement plans
  • Saves, downloads, and sends client scenarios
  • Mobile and easy to use
Read full description

A retirement planning app designed to make your daily work quicker and easier. RetireMax takes all the confusing and complicated calculations surrounding a wide range of planning decisions. Answer client questions quickly and efficiently; draft consistently high quality retirement plans; and save, download, and send client scenarios. Retiremax… Simple, mobile, fun!

Screenshots

RetirePlan4 screens
Retiremax Software LLC4 screens

Verdict

The call

The clearest difference is price: Retiremax Software LLC at Free against RetirePlan's $4.99. Retiremax Software LLC also leads on in-app purchases (none vs 5) and iOS requirement (13.0 vs 15.1). RetirePlan's advantage is rating (4.3 vs 3.9) and review sentiment (75% vs 50%). On update cadence, ads and device support there is nothing between them.

Scored on Price · Rating · Positive reviews · Number of ratings · Update frequency · Ads · In-app purchases · Monetization · Best chart rank · Devices · Requires iOS

CostPrice · In-app purchases · Ads · Monetization

Retiremax Software LLC is free to download; RetirePlan costs $4.99 up front. RetirePlan sells 3 one-off in-app purchases. Retiremax Software LLC asks for nothing beyond the download.

ReceptionRating · Positive reviews · Number of ratings

RetirePlan holds the better App Store score, 4.3 against 3.9. That said, the two scores are not equally well evidenced: RetirePlan has 123 ratings behind it against 7, so its average is the more settled of the two. Written reviews point the same way: 75% of RetirePlan's written reviews are positive against 50% of Retiremax Software LLC's.

UpkeepUpdate frequency

RetirePlan ships an update every 2 months, Retiremax Software LLC every 6 weeks. The most recent releases landed on September 3, 2026 and June 4, 2026 respectively.

Scorecard8 real differences · 3 level
RetirePlan versus Retiremax Software LLC: the parameters behind the verdict, then further details
ParameterRetirePlanRetiremax Software LLC
Price$4.99Free — better
Rating4.3 (123 ratings) — better3.9 (7 ratings)
Positive reviews75.0% of reviews — better50.0% of reviews
Number of ratings123 — better7
Update frequencyEvery 2 monthsEvery 6 weeks — better
AdsNoNo
In-app purchasesYesNo — better
MonetizationFree with in-app purchasesFree — better
Best chart rank#107 — better—
DevicesiPhone, iPad, iPodiPhone, iPad, iPod, Mac — better
Requires iOS15.113.0 — better
Further details — not scored
Size58 MB86 MB
Age rating4+4+
DeveloperKeltin EnterprisesRetiremax LLC

Customer experience

RetirePlan

All ratings123 ratings
Positive82.1%
Neutral4.9%
Negative13.0%
Written reviews88 reviews
Positive75.0%
Neutral5.7%
Negative19.3%

Retiremax Software LLC

All ratings7 ratings
Positive71.4%
Neutral0.0%
Negative28.6%
Written reviews6 reviews
Positive50.0%
Neutral0.0%
Negative50.0%

Bugs and requests

RetirePlan

Reported bugs

9 issues
  • App freezes and becomes unresponsive
  • Data from previous versions lost after updates
  • Y-axis scale changes unexpectedly during data entry
  • Slider controls are unresponsive or difficult to use
  • Orientation issues switching between portrait and landscape
Show 4 more
  • MacOS version has sizing issues and artifacts
  • Unexplained savings increase at age 69 despite depleted funds
  • Rate of return not properly applied to all investment types
  • Support email address no longer functional

Requested features

15 requests
  • Monte Carlo simulation for variable market returns
  • Sequence of returns risk analysis
  • Different retirement dates for spouses
  • Different rates of return for different asset types
  • Required Minimum Distribution (RMD) calculations
Show 10 more
  • Roth IRA conversion planning
  • Survivor benefits for pensions
  • Spouse pension income support
  • Tax rate customization
  • Withdrawal rate display
  • Web-based or native MacOS application
  • Detailed help documentation for calculation methodology
  • Ability to designate different tax rates for different income sources
  • Support for employer pension inputs
  • Historical market data integration

Retiremax Software LLC

Not enough reviews yet to summarise bugs or requests.

In-app purchases

3 purchases

RetirePlan

One-time3
  • 5 additional scenarios$1.99
  • save 5 more scenarios3 variants$1.99
  • 5 Scenarios$1.99
None

Retiremax Software LLC

No in-app purchases

Questions

Is RetirePlan free?
RetirePlan costs $4.99, and also offers in-app purchases.
Is Retiremax Software LLC free?
Retiremax Software LLC is free to download, with no in-app purchases.
Which has better reviews, RetirePlan or Retiremax Software LLC?
RetirePlan is rated higher. RetirePlan averages 4.3 out of 5 from 123 ratings, while Retiremax Software LLC averages 3.9 from 7 ratings.
Do RetirePlan or Retiremax Software LLC have ads?
Neither RetirePlan nor Retiremax Software LLC shows ads.
Which is updated more often, RetirePlan or Retiremax Software LLC?
RetirePlan ships an update every 2 months, and Retiremax Software LLC every 6 weeks. Most recently, RetirePlan was updated on September 3, 2026 and Retiremax Software LLC on June 4, 2026.

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