SimpleRMD Alternatives

SimpleRMD is described as 'Trust-and-automation tool that eliminates the annual stress of calculating, tracking, and filing Required Minimum Distributions from IRA accounts. The free calculator uses official IRS life expectancy tables and works without an account' and is an app. There are more than 10 alternatives to SimpleRMD for a variety of platforms, including Web-based, iPhone, SaaS, Android and Mac apps. The best SimpleRMD alternative is Balansly, which is free. Other great apps like SimpleRMD are Monarch, Quicken, Empower - Personal Dashboard and Wealthfront.

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SimpleRMD alternatives page was last updated

Alternatives list

  1. Balansly icon
     6 likes

    Plan and track personal finances by managing multiple accounts in various currencies, scheduling recurring transactions and future events, and visualizing balance and budget trends over upcoming months for greater insight into your financial situation.

    Cost / License

    • Free
    • Proprietary

    Platforms

    • iPhone
     
  2. Monarch icon
     6 likes

    The modern way to manage your money. Monarch makes it easy to track all of your accounts, optimize your spending, analyze your investments, and create a financial plan to achieve your goals.

    365 Monarch alternatives

    Cost / License

    • Paid
    • Proprietary

    Platforms

    • Online
    • Android
    • iPhone
    • Software as a Service (SaaS)
     
  3. Quicken icon
     37 likes

    Quicken is a prominent personal finance software in the United States, designed to simplify the management of your financial matters. It provides a comprehensive platform to monitor spending, maintain daily finances, and adhere to a budget.

    309 Quicken alternatives

    Cost / License

    • Paid
    • Proprietary

    Platforms

    • Mac
    • Windows
    • Android
    • iPhone
    • Android Tablet
    • iPad
     
  4. Empower is a financial management app that consolidates all your financial accounts, tracks net worth, plans for retirement, budgets expenses, and monitors investments, ensuring the security of your financial data.

    116 Empower - Personal Dashboard alternatives

    Cost / License

    • Free Personal
    • Proprietary

    Platforms

    • Online
    • Android
    • iPhone
    • iPad
    • Apple Watch
     
  5. Wealthfront icon
     4 likes

    The most tax-efficient, low-cost, hassle-free way to invest.

    Cost / License

    • Paid
    • Proprietary

    Application type

    Platforms

    • Online
    • Android
    • iPhone
     
  6. Retire icon
     2 likes

    Retire is a web-based platform for users to connect their existing 401(k) and retirement accounts. Retire will save users $162,125 on average by getting them to switch from high expense fee mutual funds to low expense fee funds.

    Cost / License

    • Free
    • Proprietary

    Platforms

    • Mac
    • Windows
    • Online
    • Android
    • iPhone
    • Chrome OS
     
  7. Ready-to-use spreadsheets — for personal finance, business management, planning, and productivity.

    Cost / License

    • Free
    • Proprietary

    Application type

    Platforms

    • Google Sheets
    • Microsoft Excel
     
  8. A FIRE planning tools that helps you find out when you can FIRE, how much you need and the fastest path to get there.

    Cost / License

    • Free
    • Proprietary

    Application type

    Platforms

    • Online
     
  9. A retirement-abroad planning platform for comparing country options, financial viability and practical relocation trade-offs.

    Cost / License

    • Freemium
    • Proprietary

    Platforms

    • Online
    • Software as a Service (SaaS)
     
  10. I built Plan With Clarity because I couldn't find a retirement planning tool that didn't want my bank login or try to sell me something. Every tool out there either asks for your credentials, pushes you toward an advisor, or makes you fill in 250 fields before showing...

    Cost / License

    • Freemium
    • Proprietary

    Application type

    Platforms

    • Online
    • Software as a Service (SaaS)
     
  11. ProjectionLab captures the important details in life that other retirement calculators miss. You’ll find it easy and intuitive to build simple but rich financial plans that truly represent you, your loved ones, and the paths you choose.

    12 ProjectionLab alternatives

    Cost / License

    • Freemium
    • Proprietary

    Application type

    Platforms

    • Online
     
  12. FinFam icon
     Like

    FinFam is a collaborative financial planning platform that gives friends and families a way to work together on financial plans, with optional input from experts and AI assistance.

    Cost / License

    • Free
    • Proprietary

    Application type

    Platforms

    • Online
     
12 of 17 SimpleRMD alternatives