Retire with the S&P 500 4+
Jacqueline Ghosin
Designed for iPad
-
- $1.99
Screenshots
Description
Learn how to retire strategically with a portfolio of the S&P 500 stocks.
This app gives the retired individual who wishes to hold a mix of short term treasury bonds and an ETF which mimics the S&P 500* the ability to assess the size of their final estate based on four factors:
● Value of his starting portfolio
● Percentage held in money market funds
● Yearly expense requirements
● Years of life remaining
● Effective tax rates
Vary any or all factors dynamically and determine the financial results and the associated risk.
Simulate retiring in prior time periods given your current financial strategy.
The app will simulate a retirement based on your inputs and on historical S&P growth rates and inflation rates to estimate a range of possible outcomes. The series of retirement outcomes are generated from 1910 to the present in one year increments.
The results are shown in simple and easy to understand graphical and numeric form.
*Warren Buffett in his 2013 letter to stockholders recommended just such a portfolio for the average individual because of its low expense ratio and performance superior to most professional money managers.
What’s New
Version 2.9
Bug fixes and performance improvements
App Privacy
The developer, Jacqueline Ghosin, 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
Information
- Provider
- Jacqueline Ghosin
- Size
- 25.8 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 11.0 or later.
- iPad
- Requires iPadOS 11.0 or later.
- iPod touch
- Requires iOS 11.0 or later.
- Mac
- Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
- Languages
-
English
- Age Rating
- 4+
- Copyright
- © Jacqui Silesky
- Price
- $1.99
Supports
-
Family Sharing
Up to six family members can use this app with Family Sharing enabled.