Boldin is a financial planning platform for building a household plan around resources, values, goals and priorities.
Alternatives to Scenarios
ProjectionLab is a financial planning tool for modeling personal financial and retirement scenarios.
MaxiFi builds a lifetime financial plan and estimates sustainable annual spending from income, assets, taxes, Social Security, and other inputs.
- 4

Retirement Budget Calculator
Retirement Budget Calculator (RBC) is a web-based tool for estimating retirement budgets, cash flow, taxes, withdrawal strategies, Roth conversions,…
Free planWeb7.3From $95 a year - 5
Retireator
Retireator is a free, open-source retirement simulator written in Microsoft Excel, available on the web and Windows.
Free planOpen sourceWebWindows7.2Free plan - 6
driftcurve
driftcurve is a free, open-source retirement planning engine for modeling household finances and exploring retirement outcomes.
Free planOpen sourceWebAPISelf-hosted7.1Free plan - 7

Flexible Retirement Planner
Flexible Retirement Planner uses Monte Carlo simulation to model retirement outcomes and report a probability of success.
Free planWebLinuxmacOSWindows7.1Free plan - 8
RetireePlan
RetireePlan is a free, self-hosted retirement planning app built for Canadians.
Free planWebAPILinuxmacOS6.4Free plan - 9
RetireSecure
RetireSecure is a free web-based simulator for planning retirement cash flow, designed primarily for UK investors.
Free planWeb6.4Free plan - 10
SquirrelPlan
SquirrelPlan is a free, open-source tool for planning and visualizing financial projections.
Free planWebSelf-hosted6.4Free plan - 11
Covisum Income InSight
Covisum Income InSight is a web-based financial planning platform for advisors serving mass-affluent and affluent clients in retirement or retirement transition.
Web6.3From $1,400 a year - 12
6.3From $80 a month - 13

IncomePro
IncomePro is web software for financial advisors creating income allocation plans, retirement projections, and client reports.
Web6.2From $99 a month - 14
WealthTrace
Web6.2From $229 a year - 156.1From $899 a year
- 16

FI Calc
FI Calc is a free web calculator for examining retirement plans and withdrawal strategies using historical data.
Free planWeb6.0Free plan - 17

Fidelity Planning & Guidance Center
Fidelity Planning & Guidance Center is a free web tool for reviewing retirement readiness, investment strategies, and possible next steps.
Free planWeb6.0Free plan - 18
FIRECalc
FIRECalc is a free web calculator for assessing whether savings and planned spending could sustain retirement under historical market conditions.
Free planWeb6.0Free plan - 19
MoneyHelper Retirement Budget Planner
MoneyHelper Retirement Budget Planner is a free web tool for estimating retirement costs and the income that may be needed.
Free planWeb5.9Free plan - 20

Moneysmart Retirement Planner
Moneysmart Retirement Planner is a free web calculator that estimates retirement income and helps users check progress toward retirement goals.
Free planWeb5.9Free plan - 21

RetireGolden
RetireGolden is a free web-based educational calculator for modeling retirement savings, income, spending, withdrawals, and taxes over time.
Free planWeb5.8Free plan - 225.8Free plan
- 23
The Complete Retirement Planner
The Complete Retirement Planner creates individualized year-by-year financial forecasts for planning before and after retirement.
macOSWindows5.8$89.99 one-time - 24
T. Rowe Price Retirement Income Calculator
The T. Rowe Price Retirement Income Calculator is a free web tool for exploring retirement readiness.
Web5.7 - 25

Income Solver
Income Solver is a web tool for financial professionals creating retirement income plans that coordinate investments, Social Security, and withdrawals.
Web5.5


