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Retirement Planner's
Professional Assistant
  • Choose from different portfolio styles like aggressive, balanced, conservative, and stock-only to perform computations
  • Calculate the portfolio value for investment planning using the ongoing yearly withdrawal or withdrawal percent
  • Compute main pension benefits combined with social security benefits for private sector plans (PS), civil service pension systems (CSPS), and other pension benefit types
  • Determine fixed rate and adjustable rate mortgage payments
  • Look up interest rates and US and international tax rates, including marginal and state income tax rates
  • Research currencies and inflation rates and use information about costs of living like utility prices, renting versus buying properties, gas prices, and more

          Screenshots: iPhone  |   iPad