RetireScenarios

Plan Your Financial Future

Free · In‑App Purchases · Designed for iPad. Not verified for macOS.

Take Control of Your Retirement Planning RetireScenarios helps you visualize and compare different retirement strategies so you can make informed decisions about your financial future. Model various scenarios, test different withdrawal strategies, and see how your money will accumulate while working and last throughout retirement. Key Features: Multiple Scenarios Create and compare up to 5 different retirement scenarios side-by-side to find the strategy that works best for you. Investment Account Tracking Model Traditional IRAs, Roth IRAs, and taxable brokerage accounts and investment properties, all with customizable return rates and balances. Income Planning Track Social Security, pensions, rental income, and other income sources with automatic COLA adjustments. Roth Conversion Planning Plan tax-efficient Roth conversions to optimize your long-term tax strategy and minimize RMDs and IRMAA surcharges. Flexible Withdrawal Strategies Choose from multiple withdrawal approaches including fixed percentage, inflation-adjusted, and custom withdrawal orders. Expense Modeling Plan for retirement expenses with optional inflation adjustments (Premium feature) to ensure realistic projections. Comprehensive Projections See year-by-year breakdowns of account balances, withdrawals, taxes, and income to understand exactly how your retirement will unfold. View both accumulation phase and retirement drawdown projections. Tax-Smart Planning Understand federal and state tax implications of your withdrawals and conversions with built-in tax calculations for all 50 states. Premium Features: Unlock the full power of RetireScenarios with a one-time premium purchase: • Up to 5 retirement scenarios (vs. 1 for free) • Unlimited income sources (vs. 2 for free) • Expense inflation modeling for accurate projections • Unlimited Roth conversion planning • Ad-free experience Perfect For: • Pre-retirees planning their withdrawal strategy • Financial advisors modeling client scenarios • Anyone wanting to optimize their retirement savings • People comparing early vs. traditional retirement • Those planning Roth conversion ladders Privacy First: All your data stays on your device. No account required, no data collected, complete privacy. Start planning your retirement today with RetireScenarios! Privacy Policy & Terms of Use: This app uses Apple's standard End User License Agreement: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/

  • 3.7
    out of 5
    3 Ratings

New simplified guided onboarding wizard. Bug fixes.

The developer, Charles Rieger, 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

    The developer has not yet indicated which accessibility features this app supports. Learn More

    Seller
    • Charles Rieger
    Size
    • 16.5 MB
    Category
    • Finance
    Compatibility
    Requires iOS 17.5 or later.
    • iPhone
      Requires iOS 17.5 or later.
    • iPad
      Requires iPadOS 17.5 or later.
    • Mac
      Requires macOS 14.5 or later and a Mac with Apple M1 chip or later.
    • Apple Vision
      Requires visionOS 1.2 or later.
    Languages
    • English
    Age Rating
    4+
    In-App Purchases
    Yes
    Copyright
    • © 2026 Cackalacky Creative Solutions, LLC