When Can I Retire Pro 4.7

You might have retirement savings in taxable accounts (cash, investments), tax-deferred accounts (Traditional 401k, Traditional IRA), and tax-free accounts (Roth 401k, Roth IRA). Discover your potential retirement age based on your financial situation.

App Highlights

• The "When Can I Retire Pro" application calculates your retirement age by segregating your savings in taxable accounts (cash, investments) and tax-advantaged accounts (Traditional, Roth), considering certain tax-advantaged retirement savings may be subject to penalties if withdrawn before age 59 1/2.
• The app incorporates taxes due on withdrawals from your tax-deferred accounts (Traditional 401k, Traditional IRA) into the retirement age calculation.
• The app considers the mandatory minimum withdrawals from your tax-deferred accounts (Traditional 401k, Traditional IRA) starting at age 72.
• Moreover, the application offers guidance on the optimal order for withdrawing retirement assets across taxable, tax-deferred, and tax-free accounts during retirement. Withdrawals are prioritized from taxable accounts, then from tax-deferred accounts, and lastly from tax-free accounts.
• This app provides a comprehensive overview of your financial status with pre-retirement and post-retirement plans.
• You can email tabular and graphical versions of your pre-retirement and post-retirement plans to yourself or others directly from the app.
• The app retains your input data between sessions following a successful retirement age calculation.
• You can share the app via email, Facebook, or Twitter directly from within the app.

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