RetirementView review
Spreadsheet-style retirement projections with scenario analysis, reports, and Excel export.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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.
RetirementView pros and cons
- 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
RetirementView fact sheet, pricing and score →
Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.
Last updated · How we research and update