RetirementView
RetirementView: Spreadsheet-style retirement projections with scenario analysis, reports, and Excel export. Ranked #24 of 26 in Retirement Planning Software by our editors (6.9/10); pricing: Paid; best for desktop users wanting traditional spreadsheet-style planning.
At a glance
- Editor score6.9 / 10
- PricingPaid
- Best forDesktop users wanting traditional spreadsheet-style planning
- Free planNo
- Paid from$899/yr
- Facts checked19 Sep 2026
Where it wins
- Year-by-year spreadsheet views pair projections with retirement income graphs
- Models Social Security, required minimum distributions, and special expenses
- Excel export and separate Personal, Couples, and Professional editions
Where it doesn't
- Personal Edition starts at $197 for one retirement plan
- Couples Edition costs $297 and covers one plan with spouse
- Available for Windows and macOS, not other listed platforms
Our verdict on RetirementView
RetirementView is desktop retirement planning software for individuals, couples, financial advisors, insurance agents, CPAs, and related professionals. It projects savings and retirement income from investments, contributions, income sources, expenses, pensions, and Social Security inputs. Visual graphs sit alongside year-by-year spreadsheet views, and the software includes what-if scenario analysis, printed reports, and Excel export. Its spreadsheet-oriented presentation suits people who want to inspect projections year by year rather than rely only on summary views.
The editions address different planning needs, with pricing that makes the entry cost a material consideration. Personal Edition costs $197 and includes one retirement plan, unlimited investments, detailed reports, Excel export, and email and phone support. Couples Edition costs $297 for one plan with spouse, with separate spouse data and Social Security and pension values, plus combined retirement income analysis. Professional Edition is $899 per year and adds unlimited client plans, advisor branding, custom compliance disclaimers, advanced tools, and priority technical support. The published prices for Personal and Couples are not accompanied by a clearly stated billing period, while the Professional price is explicitly annual. A free trial is offered, but its duration is not specified.
The strongest fit is someone who wants retirement savings and income projections in a desktop workflow, with controls for cash infusions, special expenses, Social Security, and required minimum distributions. Windows and macOS support, reports, and spreadsheet export provide practical ways to review and share plan outputs. The scope is centered on retirement projections, scenario comparisons, and the listed plan types; prospective buyers seeking a different planning focus should compare alternatives before committing. Personal Edition's single-plan limit may be restrictive for multiple household plans, while advisors who need multiple client plans are directed to the substantially more expensive Professional Edition. Choose RetirementView if its spreadsheet format and retirement-specific modeling match the work; consider another option if desktop use or the starting price does not suit your needs.
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RetirementView pricing
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RetirementView fact sheet
| Free plan | No |
|---|---|
| Paid from | $899/yr |
| Income projection | Yes |
| Savings growth projection | Yes |
| Withdrawal planning | Not verified |
| Tax modeling | Not verified |
| Social Security modeling | Yes |
| Scenario analysis | Yes |
| Account synchronization | Not verified |
| Deployment | Desktop |
| Platforms | Windows, macOS |
| Pricing | Paid (source) |
| Website | torrid-tech.com |
| Facts checked | 19 Sep 2026 |
Alternatives to RetirementView
- BoldinA guided retirement plan with detailed projections, plus a free tier to get started.9.4
- Fidelity Planning & Guidance CenterA free planner with tax, Social Security, withdrawal and what-if analysis.9.3
- MaxiFiDeep lifetime and retirement planning across web, desktop, and mobile for an annual fee.9.2
See all RetirementView alternatives →
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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