Best Ira Rollover Apps

18+ iOS apps curated and reviewed

4.1 avg rating
17 free apps
Updated July 2026

Every iPhone needs a few good ira rollover apps. We benchmark 18+ of them on App Store rating, freshness, and pricing, then surface the standouts so you don't have to scroll the App Store yourself.

Compare top Ira Rollover Apps (July 2026)

#AppPriceRatingAdsIn-App PurchasesUpdated
1PensionBee: Roll over 401(k)sPensionBee: Roll over 401(k)sFree4.5★ (13)YesNoAug 2026
2IRA FinancialIRA FinancialFree3.9★ (40)NoNoAug 2026
3BPAS UniversityBPAS UniversityFree4.5★ (1.6K)NoNoAug 2026
4Entrust Self-Directed IRAEntrust Self-Directed IRAFree4.2★ (10)YesNoMay 2026
5Roth IRA CalculatorRoth IRA CalculatorFreeYesNoAug 2026
6My Security BenefitMy Security BenefitFree4.1★ (55)YesNoAug 2026
7PlanLinkPlanLinkFree4.8★ (105)NoNoJul 2026
8Equity TrustEquity TrustFree1.0★ (1)NoNoJul 2026

Top Picks for Ira Rollover

PensionBee: Roll over 401(k)s#1

PensionBee: Roll over 401(k)s by PensionBee

Roll over your old 401(k)s
Editor's Choice
💰 Finance
4.5(13 ratings)
FreeAds
PensionBee: Roll over 401(k)s screenshot 1
PensionBee: Roll over 401(k)s screenshot 2
PensionBee: Roll over 401(k)s screenshot 3
PensionBee: Roll over 401(k)s screenshot 4
PensionBee: Roll over 401(k)s screenshot 5
PensionBee: Roll over 401(k)s screenshot 6

Consolidate your old 401(k)s and IRAs into one easy-to-manage retirement account. Choose your IRA type, access your savings 24/7, and receive personalized support from dedicated account managers. Plan confidently for your future with flexible investment options and transparent fees.

IRA Financial#2

IRA Financial by IRA Financial Trust

SDIRA, Solo 401(k), ROBS
Strong Contender
💰 Finance
3.9(40 ratings)
Free
IRA Financial screenshot 1
IRA Financial screenshot 2
IRA Financial screenshot 3
IRA Financial screenshot 4

Manage your self-directed retirement accounts, explore diverse investment options like real estate and crypto, and access expert resources. Stay informed with real-time alerts and secure transactions to take control of your financial future.

BPAS University#3

BPAS University by Benefit Plans Administrative Services, Inc.

The Road to Financial Security
Worth Considering
📚 Education
4.5😞(1.6K ratings)
Free
BPAS University screenshot 1
BPAS University screenshot 2
BPAS University screenshot 3
BPAS University screenshot 4
BPAS University screenshot 5

This app simplifies retirement and benefit planning with educational resources and tools. Access a virtual classroom, savings calculators, and risk assessment to optimize your financial future. Learn about investing, health savings accounts, and more to achieve financial security.

What We Love

  • 👍 Great information and easy to navigate
  • 🚀 New version - a million times better!

Room to Improve

  • 🐛 Glitchy
  • 🐛 Continual Problems
  • 🐛 Terrible

More Ira Rollover apps to explore

4
Entrust Self-Directed IRA
Entrust Self-Directed IRA
Entrust Self-Directed IRA
Your SDIRA on The Go
Free

Manage your self-directed IRA investments, including alternative assets like real estate and private equity, directly from your mobile device. This app allows existing account holders to fund their accounts, purchase investments, and handle all aspects of their retirement planning on the go.

Invest in alternative assetsManage IRA contributions and beneficiariesAccess online learning center for strategies
💰 Finance
(10)
ad-supported
5
Roth IRA Calculator
Roth IRA Calculator
Roth IRA Calculator
2025 IRS Roth IRA limit check
Free
💰 Finance
(0)
6
My Security Benefit
My Security Benefit
My Security Benefit
Retirement in your hands
Free

Manage your retirement accounts and access planning tools. Estimate retirement income, view account balances, and adjust your investment mix. Track your progress with a personalized real-time score to optimize your retirement plan.

Retirement income estimationAccount balance and performance viewingInvestment mix adjustment
💰 Finance
(55)
free with in-app purchases
7
PlanLink
PlanLink
PlanLink
by Spectrum Pension Consultants, Inc.
Free

Quickly enroll in retirement plans and manage your investments. Access loan and withdrawal options, view performance data, and track transaction history securely with biometric authentication.

Retirement plan enrollmentInvestment portfolio managementContribution changes
💰 Finance
(105)
free
8
Equity Trust
Equity Trust
Equity Trust
by Equity Trust Company
Free

Manage your self-directed IRA and retirement accounts on the go. View balances, track investments, and perform transactions for traditional and alternative assets. Securely access your account information and manage beneficiary details.

View IRA balances and asset valuesTrack investment activityRequest investments and distributions
💰 Finance
(1)
free
9
Asset Recovery: Lost 401k
Asset Recovery: Lost 401k
Asset Recovery: Lost 401k
Find Old Retirement Accounts
Free
💰 Finance
(0)
10
CleverAlpha
CleverAlpha
CleverAlpha
by CleverAlpha Asset Management
Free

Manage your investments with real-time tracking, advanced analytics, and flexible funding options. The app guides you through setting financial goals, determining risk tolerance, and securely managing your accounts and documents.

Real-time portfolio trackingAdvanced analytics and chartsMultiple account types supported
💰 Finance
(1)
free
11
Roth Conversion Calculator
Roth Conversion Calculator
Roth Conversion Calculator
by Johnny Borrelli
Free

This app generates a personalized Roth Conversion Report for 2026, which is emailed directly to you. It provides insights to help you make informed financial decisions regarding your retirement savings.

Personalized Roth Conversion Report2026 Tax Year FocusEmail Delivery
💰 Finance
(1)
ad-supported
12
TRI-AD Retirement
TRI-AD Retirement
TRI-AD Retirement
Fast, Simple and Easy
Free

Manage your retirement plan with ease. Receive important messages, view statements and alerts, and track your account balance and investment performance. Keep your personal information up to date for enhanced security.

Retirement plan managementView account balanceTrack investment performance
💰 Finance
(8)
free
13
RetireScenarios
RetireScenarios
RetireScenarios
Plan Your Financial Future
Free

Visualize and compare various retirement strategies to make informed financial decisions. Model different withdrawal approaches, track income sources, and understand tax implications for a secure future. All your data remains private on your device.

Multiple retirement scenario modelingInvestment account tracking (IRA, taxable)Social Security and pension income planning
💰 Finance
(2)
freemium
14
WealthRabbit: Retirement Plans
WealthRabbit: Retirement Plans
WealthRabbit: Retirement Plans
Retirement Made Simple!
Free

Easily set up and manage various IRA accounts, including SIMPLE, SEP, Roth, and Traditional. Monitor contributions, view investment performance, and update beneficiaries securely from your mobile device.

IRA account management (SIMPLE, SEP, Roth, Traditional)Personalized dashboard with plan summaryReal-time contribution tracking and modification
💰 Finance
(1)
free
15
RMD Forecaster
RMD Forecaster
RMD Forecaster
Forecast future RMD amounts.
Free
💰 Finance
(0)
16
Victory Wealth Management LLC
Victory Wealth Management LLC
Victory Wealth Management LLC
by Victory Wealth Management, LLC
Free

Access your financial accounts, monitor market and portfolio activity, and connect with your advisor. This application provides a centralized hub for managing your wealth and staying informed about financial markets.

Financial account accessMarket activity updatesPortfolio monitoring
💰 Finance
(2)
free
17
ABA CISP IRA Retirement Prep
ABA CISP IRA Retirement Prep
ABA CISP IRA Retirement Prep
Practice Questions & Exam Prep
$12.99
📚 Education
(0)
18
InheritIQ: App
InheritIQ: App
InheritIQ: App
Inherited IRA 10-Year Planner
Free
💰 Finance
(0)

FAQ about Ira Rollover

What are the best ira rollover apps for iPhone?
PensionBee: Roll over 401(k)s tops our ira rollover apps ranking as of July 2026, with a 4.5-star average from 13 App Store ratings, and it's free to download.
Yes — 17 of the top ira rollover apps we rank are free to download, including PensionBee: Roll over 401(k)s and IRA Financial.
PensionBee: Roll over 401(k)s shows ads and has no in-app purchases, according to its App Store listing as of July 2026.
We track 18+ ira rollover apps on the iOS App Store as of July 2026, ranked by rating, recency, and analysis of real user reviews.
PensionBee is a financial app designed to help you roll over your old 401(k)s and IRAs into a new PensionBee IRA. It allows you to combine and manage all your retirement savings in one place, offering flexible investment options and personalized support.
PensionBee protects your account by encrypting your data, keeping it private, and securely verifying your information. The platform is built with security in mind to ensure your financial data is safe.