Retire with the S&P 500
$1.99
2.9for iPhone, iPad and more
Age Rating
Retire with the S&P 500 Screenshots
About Retire with the S&P 500
Learn how to retire strategically with a portfolio of the S&P 500 stocks.
This app gives the retired individual who wishes to hold a mix of short term treasury bonds and an ETF which mimics the S&P 500* the ability to assess the size of their final estate based on four factors:
● Value of his starting portfolio
● Percentage held in money market funds
● Yearly expense requirements
● Years of life remaining
● Effective tax rates
Vary any or all factors dynamically and determine the financial results and the associated risk.
Simulate retiring in prior time periods given your current financial strategy.
The app will simulate a retirement based on your inputs and on historical S&P growth rates and inflation rates to estimate a range of possible outcomes. The series of retirement outcomes are generated from 1910 to the present in one year increments.
The results are shown in simple and easy to understand graphical and numeric form.
*Warren Buffett in his 2013 letter to stockholders recommended just such a portfolio for the average individual because of its low expense ratio and performance superior to most professional money managers.
This app gives the retired individual who wishes to hold a mix of short term treasury bonds and an ETF which mimics the S&P 500* the ability to assess the size of their final estate based on four factors:
● Value of his starting portfolio
● Percentage held in money market funds
● Yearly expense requirements
● Years of life remaining
● Effective tax rates
Vary any or all factors dynamically and determine the financial results and the associated risk.
Simulate retiring in prior time periods given your current financial strategy.
The app will simulate a retirement based on your inputs and on historical S&P growth rates and inflation rates to estimate a range of possible outcomes. The series of retirement outcomes are generated from 1910 to the present in one year increments.
The results are shown in simple and easy to understand graphical and numeric form.
*Warren Buffett in his 2013 letter to stockholders recommended just such a portfolio for the average individual because of its low expense ratio and performance superior to most professional money managers.
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What's New in the Latest Version 2.9
Last updated on Aug 23, 2023
Old Versions
Bug fixes and performance improvements
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Version History
2.9
Aug 23, 2023
Bug fixes and performance improvements
2.8
May 14, 2018
This app has been updated by Apple to display the Apple Watch app icon.
Data import improvements and minor bug.
Data import improvements and minor bug.
2.7
Feb 16, 2018
Data refresh modifications for S&P 500
2.6
Jan 25, 2018
Bug fix - App crashes
2.5
Oct 8, 2017
Update for iPhone X and IOS 11
2.4
May 22, 2017
Introducing the ability to simulate retirement in prior time periods under specific criteria. Minor cosmetic changes.
2.3
May 8, 2017
Automatic updates for S&P data. Minor cosmetic changes
2.2
Jan 2, 2017
Bug fix
2.1
Oct 3, 2016
Minor bug fixes
2.0
Aug 30, 2016
Ability to enter effective tax rates, iPhone summary updating, and enhanced help screen
1.0
Jun 4, 2014
Retire with the S&P 500 FAQ
Click here to learn how to download Retire with the S&P 500 in restricted country or region.
Check the following list to see the minimum requirements of Retire with the S&P 500.
iPhone
Requires iOS 11.0 or later.
iPad
Requires iPadOS 11.0 or later.
iPod touch
Requires iOS 11.0 or later.
Retire with the S&P 500 supports English
