A retirement planning app designed to make your daily work quicker and easier.
RetireMax takes all the confusing and complicated calculations surrounding a wide range of planning decisions.
Answer client questions quickly and efficiently; draft consistently high quality retirement plans; and save, download, and send client scenarios.
Retiremax… Simple, mobile, fun!
- Bug fixes & improvements
Ratings and ReviewsSee All
Financial Advisors Specializing in Pension/TSA marketplaces
This app absolutely makes my life easier!!
1. During the appointment: by quickly and effectively running pension estimates, tax analyses, income redirections, and TSA contribution comparisons (and more!).
2. Preparing for the folllow-up and closing appointments: by providing strong additions to your client's case design portfolio and creating professional illustrations (fully emailable) to help your clientele visualize their own personalized retirement plan.
A must have for the financial planning professional (another superior tool for the "tool belt").
Amazing app. I use it almost every day. Clients love how quickly I can create & update their plan. Can't wait to see what new tools come out in the updates. Good stuff.
This app makes it so easy for me to help my clients with their financial planning. Exactly like the description says, it does all the calculations for me. Thanks guys!
Data Linked to You
The following data may be collected and linked to your identity:
- Contact Info
Privacy practices may vary, for example, based on the features you use or your age. Learn More
- Retiremax LLC
- 69.1 MB
- Requires iPadOS 10.0 or later.
- Requires macOS 11 or later and a Mac with Apple M1 chip.
- Age Rating
- ©2020 RetireMax Software, LLC. All Rights Reserved.
With Family Sharing set up, up to six family members can use this app.