iPad Screenshots


RetirePlan is an iPad app that helps you answer all your questions about your retirement. If you have questions about your retirement finances, this is the app to answer them.

When can I retire?
How much do I need to save every year?
How much money will I get every year in my retirement?
How long will my money hold out in my retirement?

In just a few seconds you can enter your data and assumptions and the graph will update to show you if your plan will work. If you have more time to spend you can enter as much detail as you want to refine your plan.

The sliders give you an easy way to see what different values will do to your plan. Need to enter a value outside the slider range? press the amount and a calculator will pop up to let you enter whatever number you need. The slider range will update automatically.

Bring up the spreadsheet to see all the details for every year of the plan.

Email your results.

Use the settings to add your spouse, include or remove Social Security, and show or hide inflation and interest rates.

Use the + button to add a pension, send a child to college, large upcoming expenses, add additional rates of return and retirement income assumptions.

include Tax assumptions to get an even more accurate picture of your future.

What’s New

Version 1.17

updates for latest os. Fix hanging bug. Thanks to Julian for alerting me to this bug!

Ratings and Reviews

4.6 out of 5
36 Ratings
36 Ratings
billbowersjr ,

The Best Goal-Based Retirement App

Based on the number of reviews I haven't a clue why there are so few users of RetirePlan. As a financial planner, I have found that RetirePlan crunches the numbers as well as software that costs hundreds of dollars per year for most people. It's a goal-based system as opposed to a budget-based system, which is the good news. Most people don't stick with budgets. It calculates what it takes to get from point A to point B in an easy to understand format. It's an accurate and understandable software. I've tried many others that require understanding confusing jargon. RetirePlan is the way to go. I don't have a dog in this fight. Try this app now.

thebrosnahans ,

Quick, easy, clear -- answers the question "Am I saving enough?"

RetirePlan rocks! This app let me get a meaningful picture of our retirement savings situation in just a few minutes. I then added more of the "what if" events to see their impact -- everything from changing how much we expect to spend later in retirement to simulated market crashes. Having played with this app, I can be confident we will be able to adjust should the unexpected occur.

Since that was so fast, I next created a "retirement plan" for our college savings, using the kids college start dates as "retirement." FTW!

SlowNnice ,

Wonderful app to dream with...

We love this application. It allows us to put many scenarios into our retirement plan. We actually put in one scenario where we reduced our yearly income by $5000 a year and took a $40,000 (inside cabin) around the world cruise. And found that it made only a small amount of difference. I love that we have a tool to figure that kind of financial stuff out? Makes the dream more fun...


Katherine Philip
3.1 MB

Requires iOS 8.0 or later. Compatible with iPad.



Age Rating
Rated 4+
© 2011 Katherine Philip
In-App Purchases
  1. 5 additional scenarios $1.99
  2. save 5 more scenarios $1.99
  3. save 5 more scenarios $1.99


  • Family Sharing

    With Family Sharing set up, up to six family members can use this app.

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