Retirement Dashboard Pro

Retirement projections & tax

Only for Mac

Free · In‑App Purchases

Mac

Show clients exactly where they stand. Retirement Dashboard Pro models real tax across the US, Canada, and UK. No spreadsheets needed. Retirement Dashboard Pro is a professional retirement planning tool built for independent financial advisers. Run multi-scenario projections, model real tax liabilities, and produce client-ready reports, all from a clean, focused Mac app. Powerful Projections Model three market scenarios simultaneously (bad, normal, and good) using deterministic or Monte Carlo simulation. See exactly when a portfolio depletes, what the retirement coverage gap is, and how much a client needs to accumulate by retirement. Real Tax Modelling Unlike generic planning tools, Retirement Dashboard Pro models actual income tax for all three major English-speaking markets: • United States: federal income tax plus all 50 states and DC, with filing-status-aware brackets (single and married filing jointly) and RMD modelling from age 73 • Canada: federal income tax plus all 13 provinces and territories, including the Basic Personal Amount • United Kingdom: income tax across England, Wales, Northern Ireland, and Scotland, including Personal Allowance taper, PCLS optimisation, and LSA tracking Government Benefits Include Social Security, CPP, OAS, and State Pension as income sources with configurable start ages and inflation linking. Client-Ready Reports Switch between adviser and client views instantly. Export a polished PDF summary with one click, ready to share in any client meeting. Multiple Plans per Client Create and compare multiple scenarios for the same client: different retirement ages, spending levels, or contribution strategies, side by side in the same session. Multi-Currency Automatically adapts to USD, CAD, and GBP based on the client's tax residence. All projections display in the correct currency with locale-appropriate formatting. Built for Mac Designed exclusively for macOS. Native SwiftUI interface, full keyboard navigation, sidebar navigation, and dark mode support. Data stays on your device All client data is stored locally. Nothing is sent to any server. You remain in full control of your clients' information at all times. Subscription Retirement Dashboard Pro requires an auto-renewable subscription. All features above are included with an active subscription. • Annual: $239.99 per year with a 1 week free trial • Monthly: $24.99 per month with a 2 week free trial Payment is charged to your Apple ID account. Subscriptions renew automatically unless cancelled at least 24 hours before the end of the current period. You can manage or cancel your subscription anytime in your App Store account settings. If a subscription lapses, your client data remains accessible in read-only mode. Privacy Policy: https://www.appsrocket.com/retirementdashboard/privacy.html Terms of Use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/

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The developer, Apps Rocket, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

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    Information

    Seller
    • Apps Rocket Ltd.
    Size
    • 3.2 MB
    Category
    • Finance
    Compatibility
    Requires macOS 14.0 or later.
    • Mac
      Requires macOS 14.0 or later.
    Languages
    • English and French
    Age Rating
    4+
    In-App Purchases
    Yes
    Copyright
    • © 2026 AppsRocket
  • Developer Website
  • Privacy Policy

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