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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Alternatives
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Alternatives list

  1.  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

    Application type

    Platforms

    • iPhone
    Good alternative?
     
  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.

    416 Monarch alternatives

    Cost / License

    • Paid
    • Proprietary

    Application type

    Platforms

    • Online
    • Android
    • iPhone
    • Software as a Service (SaaS)
    • US flagUnited States
    Monarch screenshot 1
    Good alternative?
     
  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.

    334 Quicken alternatives

    Cost / License

    • Paid
    • Proprietary

    Application type

    Platforms

    • Mac
    • Windows
    • Android
    • iPhone
    • Android Tablet
    • iPad
    • US flagUnited States
    Quicken screenshot 1
    Good alternative?
     
  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.

    Cost / License

    • Free Personal
    • Proprietary

    Application type

    Platforms

    • Online
    • Android
    • iPhone
    • iPad
    • Apple Watch
    Good alternative?
     
  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
    Good alternative?
     
  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

    Application type

    Platforms

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

    Cost / License

    • Free
    • Proprietary

    Application type

    Platforms

    • Google Sheets
    • Microsoft Excel
    Good alternative?
     
  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
    Good alternative?
     
  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)
    Good alternative?
     
  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)
    Good alternative?
     
  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.

    16 ProjectionLab alternatives

    Cost / License

    • Freemium
    • Proprietary

    Application type

    Platforms

    • Online
    Good alternative?
     
  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
    • US flagUnited States
    At-a-glance financial hub. Simulates income/expenses/gains/losses to give you a sense of where you'll be in the near term.
    Good alternative?
     
12 of 17 SimpleRMD alternatives