iPhone Screenshots

Description

Should I stay or go? How will my total pension be affected if I stay on 1 more year? 2 more years? 5 more years? Should I withdraw my pension contributions or receive a higher monthly pension benefit? Should I elect a partial lump sum of my pension benefit? How long will my retirement money last? The Tax and Retirement Planning Guide (Tax & RP Guide) app assists state, county, & city employees and retirees with these critical financial retirement decisions.

The app contains retirement plan/IRA distribution calculators consisting of three different scenarios, a pension break-even calculator, a pro-rata calculator (determines the pro-rata distribution of after-tax money from a pension/ retirement plan or IRA), a pension analyzer, and final average salary (FAS) calculators.

The app also provides explanations and/or example scenarios for each calculator.

Users of this app may find the "Tax and Retirement Planning Guide - Strategies for State/County/City Employees and Retirees" book by Peter Thomann, EA, CFP® to be a useful supplementary tool in making retirement decisions.

Information

Seller
Peter Thomann
Size
16.8 MB
Category
Finance
Compatibility
Requires iOS 9.0 or later. Compatible with iPhone, iPad, and iPod touch.
Languages
English
Age Rating
Rated 4+
Copyright
© 2017 Peter Thomann
Price
Free

Supports

  • Family Sharing

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

More By This Developer

You May Also Like