Know exactly when you can retire, and exactly what you'll have when you do.
NestPlan turns your real accounts, contributions, and goals into one clear projection: your balance at retirement, and at every age for the rest of your life. No vague averages. No "you'll need a million dollars." Your actual number, to the dollar.
SIMPLE OR ADVANCED, YOUR CHOICE
Start in Simple mode with a few questions and get a real answer in seconds, including a realistic tax mix you can adjust (mostly pre-tax, balanced, or Roth-heavy). Ready for more? Switch to Advanced for full, account-by-account detail. Each mode keeps its own plan, so you can move between them without losing a thing.
TODAY'S DOLLARS OR FUTURE DOLLARS
See every number the way that makes sense to you. View your projection in today's dollars to understand its real buying power, or in future dollars to see the actual balance, with one tap, from any screen.
YOUR PROGRESS
NestPlan saves a snapshot every time you run a projection or update your balances, so you can watch your retirement odds and savings move month over month. Your starting line, your trend, and an honest read when markets dip. Your history is yours: review it, prune it, and back it up.
WHY NESTPLAN
Most calculators give you a single guess. NestPlan gives you the full picture, the way an advisor would:
• Your balance at retirement, and every year through the end of your plan
• The earliest age you can realistically retire, and what you'll have when you get there
• Three market scenarios side by side (expected, better, and worse) so you know how durable your plan really is
• Every account in one place: 401(k), Roth, IRA, Brokerage, HSA, and Cash & CDs
• Balances by account type over time: watch each account grow year by year
• Your Progress: snapshots of your success rate and savings over time
• Social Security built in, at the age you actually plan to claim
• Real annual taxes, RMDs, and a sensible withdrawal order modeled for you
• Light or Dark mode, and a clean, institutional design
BUILT AROUND YOUR NUMBERS
You enter your real balances, your real contributions, your real target date. NestPlan runs the real math. No sign-up, no guesswork.
NESTPLAN PRO, 14-DAY FREE TRIAL
• Monte Carlo: 1,000 market simulations distilled into one clear read on whether your money lasts, and your first stress-test runs automatically
• Your Progress: your plan's history, tracked over time
• Save up to 10 scenarios and compare retiring at 60 vs 65 vs 70 in seconds
• Spouse and joint planning
• PDF reports to share with your advisor
• Back up and restore your plan, progress history included
Cancel anytime before the trial ends and you won't be charged.
PRIVATE BY DESIGN
No account. No ads. No tracking. Your financial data never leaves your iPhone.
Download NestPlan and see your number today.
SUBSCRIPTION DETAILS
NestPlan Pro is an auto-renewable subscription.
• NestPlan Pro: $29.99 per year, after a 14-day free trial
• Payment is charged to your Apple Account at confirmation of purchase
• Your subscription renews automatically unless canceled at least 24 hours before the end of the current period
• Manage or cancel anytime in your Apple Account settings
Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/
Privacy Policy: https://topshopnation.com/nestplan/privacy.html
Showed me when I can retire and with how much money!
kbcolon
I've been running numbers in spreadsheets for years and always second-guessed myself. NestPlan runs thousands of Monte Carlo scenarios and shows me exactly what happens to my balance year by year, not just a "you're on track" thumbs up. Plugged in my SS timing options and could immediately see how waiting to 70 changed the 25th percentile outcome. This is what retirement planning software should have been doing all along.
Developer Response
Thank you for your review! We are always looking to add more features.
The best
Damo2179
This is the best app I found so far. Great user interface. And easy to use
Developer Response
Thank you for your rating and kind words!
Excellent app
Is this or who?
Great financial app. Easy to use and very helpful.
Developer Response
Thank you! Keep the feedback coming. We want to build the best retirement planning app there is.
A cleaner, faster, beautiful NestPlan:
• Bug Fixes
• New: Dark Mode. Choose Light, Dark, or Auto in Settings.
• New: Your Progress. Watch your retirement odds move month over month.
• The Savings account is now Cash & CDs, covering savings, CDs, money market, and cash.
• Redesigned navigation. Plan and Results are now clear tabs at the top, and each opens into its own card so you always know where you are.
• Simple or Advanced and Today's or Future dollars are now labeled controls you can find and switch from either tab.
• Tidier Scenarios and Settings. Save, rename, and delete a plan from one row, and back up or restore your data in a tap.
• Now runs fully on device. NestPlan opens fast and works without a connection, and nothing leaves your iPhone.
• Accessibility improvements throughout, including clearer VoiceOver labels and better keyboard support.
• Dozens of design and readability refinements across every screen.
Version 6.7.9
The developer, CoreForge LLC, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Not Collected
The developer does not collect any data from this app.
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
Seller
CoreForge LLC
Size
24.4 MB
Category
Finance
Compatibility
Requires iOS 15.0 or later.
iPhone Requires iOS 15.0 or later.
iPad Requires iPadOS 15.0 or later.
iPod touch Requires iOS 15.0 or later.
Mac Requires macOS 12.0 or later and a Mac with Apple M1 chip or later.
