FreedomDate
Tax-Aware Retirement Planning
Free · Designed for iPad. Not verified for macOS.
Compare retirement withdrawal strategies with tax-aware yearly projections. Your plan data stays private and local on your device, giving you more privacy and control.
FreedomDate helps you plan retirement withdrawals with a clear, tax-aware view of how your strategy may perform over time.
Build your plan using your own spending, income, account balances, and retirement timing. FreedomDate projects year by year through life expectancy so you can compare outcomes, understand tradeoffs, and make better retirement decisions.
Features include:
• Retirement drawdown projections from current age through life expectancy
• Tax-aware withdrawal planning across cash, brokerage, traditional, and Roth accounts
• Roth conversion planning with multiple strategy options
• Required Minimum Distribution (RMD) modeling
• Social Security timing inputs for you and your spouse
• Age-based spending adjustments and additional expense planning
• Market return assumptions with simple outlooks or changing return periods
• Results views with net worth, spending coverage, yearly cash flow, taxes, and account detail
• Scenario export and import for easy sharing and troubleshooting
FreedomDate is designed to help you explore retirement planning scenarios with more clarity, not to replace a licensed financial, tax, or legal professional.
Ratings & Reviews
This update improves retirement planning accuracy and cash flow modeling, including better cash account behavior, improved Roth conversion and withdrawal handling across spouses, and more realistic survivor tax, Social Security, and spending projections.
The developer, Sue Strait, 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.
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- Sue Strait
- Size
- 3.7 MB
- Category
- Finance
- Compatibility
Requires iOS 17.0 or later.
- iPhone
Requires iOS 17.0 or later. - iPad
Requires iPadOS 17.0 or later. - Mac
Requires macOS 14.0 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later.
- iPhone
- Languages
- English
- Age Rating
4+
- 4+
- Copyright
- © 2026 FreedomDate