Best Rmd Forecaster Apps

1.0(1 ratings)

Free

This app forecasts future Required Minimum Distribution (RMD) amounts and retirement account balances. It helps visualize how your IRA/401K might grow or shrink over time based on your anticipated market returns. Use it to explore different financial scenarios for your retirement planning.

RMD Calculator by Jessica Battisto

What's your RMD?

Strong Contender

4.8(254 ratings)

Free

Calculate your Required Minimum Distribution (RMD) from tax-deferred retirement accounts. This tool helps users determine their annual RMD based on account balance and age, as mandated by US government regulations for individuals 73 and older.

Retirement Forecaster by Tony Hallett

For Canadian Taxpayers

Worth Considering

Plan, save, invest, retire

0.0(0 ratings)

Free

This app helps Canadian taxpayers forecast their retirement income and investment strategies. It performs all calculations locally on your device, ensuring your personal data remains private. Explore various scenarios and optimize your retirement age and investment amounts.

More Rmd Forecaster apps to explore

Empower ®

Consolidated account viewRetirement planningBudget tracking

This app provides a comprehensive financial overview, consolidating all your accounts in one place. It offers tools to plan for retirement, manage budgets, track net worth, and simulate financial scenarios, making financial management clearer and simpler.

free with in-app purchases

(426K)

RMD Financial Services

by Orange and Black Software B.V.

Your Pension Resources™

Fidelity workplace benefits

Manage retirement savingsAccess stock optionsView health insurance details

Manage your Fidelity workplace benefits, including retirement savings, stock options, health insurance, and HSAs. Track account balances, investments, and expenses. Plan for your future with personalized tools and educational resources.

(29K)

John Hancock Retirement

by John Hancock

Manage retirement plan accountView account balance and historyUpdate contribution rates

Manage your retirement plan securely and conveniently on the go. Access account details, make changes, and set financial goals with real-time projections. Utilize educational resources for personal finance and wellness.

(39K)

by BOK Financial Corporation

Start Right Retire Right

Check account balanceView recent activityTrack rate of return

Access and manage your retirement plan details conveniently from your iPhone. Track your account balance, rate of return, and key plan features securely on the go.

by Voya Services Company

All-in-one account aggregationPersonalized financial guidanceRetirement income modeling

Manage your entire financial life from one secure app. Track retirement, health savings, and investment accounts, alongside external banking and credit card information. Receive personalized guidance and access interactive tools to help you achieve your financial goals.

(191K)

Betterment Invest & Save Money

Investments & Cash Accounts

Automated investing and savingsExpert-built diversified portfoliosHigh-yield cash reserve account

Automated investing and savings app to help you reach financial goals. Offers expert-built portfolios, high-yield cash accounts, and tools for retirement planning. Start with as little as $10.

Bruce's Retirement Planner

(67K)

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Monte Carlo Money Simulator

Comprehensive financial planning (income, expenses, accounts, debt)Couples planning with survivor benefitsHealthcare cost projection (employer, ACA, Medicare)

Project your entire financial life to estimate retirement readiness and spending capacity. Built by an actuary, it models bank and insurer methodologies for markets and lifespans. Your data remains private on your device.

(34)

Trump Accounts: Official App

Invest in your child’s future

Open accounts for eligible childrenReceive initial U.S. Treasury contributionAccept contributions from family and friends

This app helps eligible American children start building long-term financial growth. It allows for contributions from family, friends, and employers, with accounts automatically invested in long-term funds. At age 18, the account becomes a traditional IRA.

Retire on your terms.

View account balancesRoll over fundsChange contributions

Manage retirement savings and achieve financial goals with easy transactions and personalized insights. Access educational resources, track progress with tools like the Retirement Wellness Score, and find insurance information.

Manage your 401(k) retirement savings with ease. Track your balance, adjust investments, and generate savings projections. Get personalized recommendations and update beneficiaries securely.

View account balance and gains/lossesReview and adjust investment allocationsGenerate savings projections

(17)

PensionBee: Roll over 401(k)s

Roll over your old 401(k)s

Consolidate 401(k)s and IRAsPersonalized account manager supportFlexible ETF investment portfolios

Consolidate your old retirement accounts into one easy-to-manage IRA. Get personalized support and flexible investment options to plan confidently for your future with an award-winning platform.

401k: Your Retirement Guide

(27)

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Capital Financial Benefits Pro

Retirement planning guideGrowth projection calculatorRoth conversion tool

This app provides a comprehensive guide to 401(k) savings, offering tools for growth projections, Roth conversions, and step-by-step advice for common retirement scenarios. It includes interactive quizzes and an instant FAQ section to simplify financial planning.

by New York City Deferred Compensation Plan

All-in-one account managementRetirement income modelingVideo education and live chat

Manage your retirement, health savings, and investment accounts alongside external financial accounts in one secure, personalized platform. Access interactive tools, educational resources, and investment advice to confidently plan for your financial future.

(12K)

Investing, saving & advice

M1: AI Wealth Management

AI fiduciary financial advisorPersonalized investment adviceCustom stock and ETF Pies

This AI-powered financial advisor offers personalized investment, saving, and borrowing advice integrated directly into your accounts. It acts as a registered fiduciary, legally bound to your best interests, providing on-demand portfolio reviews and custom investment strategies.

All-In-One Wealth Management

Connect bank, credit, and investment accountsAutomated net worth, savings, spending, and debt trackingCategorize transactions and set budgets

This app helps you build better financial habits by connecting your accounts to track net worth, savings, spending, and debt. It offers tools for budgeting, investing, and earning on cash, with personalized insights and educational content.