WisePlan Wealth
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About this app
WisePlan Wealth — will your money last?
Stress-test a Canada or US retirement on your phone. Real market history, CPP/OAS or Social Security, taxes. Your numbers never leave the device.
Free: full projection, Market Resilience and the other dashboard scores, spending phases, one profile.
Premium (yearly): claim-age optimizer, extra income, pensions, holdings, PDF export.
No account. No ads.
Stress-test a Canada or US retirement on your phone. Real market history, CPP/OAS or Social Security, taxes. Your numbers never leave the device.
Free: full projection, Market Resilience and the other dashboard scores, spending phases, one profile.
Premium (yearly): claim-age optimizer, extra income, pensions, holdings, PDF export.
No account. No ads.
Will your nest egg last? Plan monthly retirement spending on-device.
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Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
- No data shared with third partiesLearn more about how developers declare sharing
- No data collectedLearn more about how developers declare collection
What’s new
WisePlan 1.9
• Folding phones and tablets: unfold or turn to landscape for a desktop-style layout with a sidebar, key numbers across the top and full-width charts. Fold it or hold it upright and the regular phone layout returns.
• January check-in to keep your plan current
• Withdrawal & Tax Schedule PDF
• 45-day reminders before CPP, OAS or Social Security starts
• Redesigned Reports
• More accurate CPP and OAS; QPP to 72
• 2026 US federal and state tax update
• Fixes and polish
• Folding phones and tablets: unfold or turn to landscape for a desktop-style layout with a sidebar, key numbers across the top and full-width charts. Fold it or hold it upright and the regular phone layout returns.
• January check-in to keep your plan current
• Withdrawal & Tax Schedule PDF
• 45-day reminders before CPP, OAS or Social Security starts
• Redesigned Reports
• More accurate CPP and OAS; QPP to 72
• 2026 US federal and state tax update
• Fixes and polish
Everyone
Learn moreApp support
About the developer
WisePlan Wealth Ltd.
info@wiseplanwealth.com
5255 Mullen Crest NW
Edmonton, AB T6R 0P9
Canada
+1 587-487-3533
