FI Toolkit 4+

Finance & Retirement Planner

Steve Welch

    • 3,99 €

Description

FI Toolkit is an app to assist with the pursuit of greater financial health and Financial Independence. The app calculates and plots net-worth that reflects your current financial status and projected cash flows. The app determines when Financially Independence could be achieved and how long your net-worth will last into retirement.

Features:
• Convenient input “sliders” for finance data entry
• Informative articles about finance and Financial Independence
• Entries for Cash, Portfolio (stocks), Tax Deferred, and Tax Free accounts
• Social Security inputs for yourself and spouse
• Multiple scenarios to explore alternate financial directions
• Detailed income and expense entries
• Instant calculation and display of results (plot & spreadsheet formats)
• Summary of the scenario and the computed results

Also:

• Considers inflation factors
• Makes allowances for an emergency fund
• Determines contributions to retirement accounts
• Compounds account balances
• Estimates Federal and State taxes
• Determine distributions for expenses during retirement
• Computes Required Minimum Distributions (RMDs)

The app provides login security features (including FaceID) and synchronizes with your iPhone, iPad, and Macintosh devices. Your information is private to you and is not shared with anyone. The app is also ad-free, requires no subscription, and does not affiliate with any financial institutions selling products or services.

What’s New

Version 1.4

Updated Federal and State tax brackets and rates.

App Privacy

The developer, Steve Welch, 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 based on, for example, the features you use or your age. Learn More

Supports

  • Family Sharing

    Up to six family members can use this app with Family Sharing enabled.

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