價格：免費
檔案大小：21.3 MB
版本需求：需要 iOS 11.2 或以上版本。與 iPhone、iPad 及 iPod touch 相容。
支援語言：英語
--- The goal is to Achieve Financial Independence ---
Start with entering your current financials, a few basics about your saving and spending, and the age that you want to achieve FI. Applying some simple assumptions, FI Toolkit will calculate and project your future account balance with a supporting chart and spreadsheet. See how long your money will last.
Define a complete scenario "Plan" of your financial life by entering detailed income and expenses. Make input changes and adjustments and devise other scenarios. See how long your money will last.
Review, revise, and revisit. Financial Independence is a life-long venture.
FI Toolkit features -
• Convenient input controls (sliders) to enter financial information
• Easy precise entry of inputs as needed
• Informative articles about FI with linkage and relevance to inputs
• Account types for Cash, Portfolio (stocks), Tax Deferred, and Tax Free
• Multiple scenarios to explore your FI plan options
• Detailed income and expense entries to refine scenario details
• Instant calculation and display of results
• Account Balance chart projecting future balance to age 100+
• Detailed spreadsheet of inputs and calculations (including cash flow)
• Informative summary of the complete scenario and analysis results
The app -
• Considers inflation factors (including COLA for Social Security)
• Determines contributions to retirement accounts using 2019 IRS limits
• Compounds account balances using adjustable growth factors
• Estimates taxes based on 2019 IRS tax brackets
• Determines distributions required to cover expenses (inc. tax calculations)
• Calculates Rate-of-Withdrawal during retirement years
• Computes Required Minimum Distributions (RMDs)
It also -
• Synchronizes data between iOS devices
• Provides login security features (including FaceID)
• Has no ads
• Has no associations with Financial firms selling products
支援平台：iPhone, iPad