Apps Like Roth Wizards for iPhone and iPad
Ranked alternatives
Showing 101–120 of 1,000 ranked alternatives.
PensionBee: Combine 401(k)s
PensionBee Ltd
Roll over pensions and manage IRAs
Manage retirement savings by consolidating and IRAs into a single IRA. Choose between Traditional, Roth, or SEP IRA accounts. Track investments, view portfolio performance, and pay annual fees based on portfolio size.
Social Security Optimizer:Boss
Sawhney Systems, Inc.
Calculate your benefit timing
Calculate potential benefits based on start age, marital status, and life expectancy. Provide estimates for payments at 62, Full Retirement Age, and 70. Compare scenarios to help decide the optimal time to begin benefits.
Privat24 for business
PrivatBank
Manage accounts, track payments, analyze cash flow
Manage accounts by viewing statements, tracking income and expenses, and analyzing cash flow. Make payments to contractors, suppliers, and partners with secure transactions and customizable templates.
RMD Calculator
Jessica Battisto
Calculate RMD for retirement accounts
Calculate RMD amounts based on account balance and age. Input user details to determine annual distribution requirements. Provide guidance on RMD calculations for retirement accounts.
Mile AI: business mileage log
Dmitrii Kvashnin
Track and expenses automatically
Track vehicle automatically by starting the . Generate IRS-compliant reports for tax deductions. Log expenses and categorize them. Export data in multiple formats for accounting purposes. Set reminders for regular maintenance and fuel purchases.
Thrivent Financial
Thrivent Financial For Lutherans
Track investments and insurance securely
Monitor investments and insurance products securely. Purchase, redeem, and exchange mutual fund shares. Access statements, tax forms, and bills. Make payments conveniently. Direct Choice Dollars to selected causes. Connect with advisors for guidance.
Tofu Mileage: Tracking Miles
GetPaid Inc.
Track mileage for business, medical, and charity
Log business, medical, and charity with manual entry or GPS . Calculate tax deductions based on mileage rates. Export logs and share with accountants. Set trip categories and add notes to each entry.
HMRC
HMRC
Manage taxes and track expenses securely
Manage tax and financial records securely. Check tax codes and pre-tax pay details. Claim tax refunds and track payments. Use biometric or PIN login for secure access. View payment history and update personal details.
Mileage Tracker by MileageWise
MileageWise Inc.
Track , log trips, save taxes
Track business and personal automatically. Log trips with start and end dates. Calculate tax deductions based on logged miles. Sync data across devices. Set alerts for thresholds. Export logs in multiple formats.
Liscio PRO
Liscio, Inc
Send secure messages and sign documents
Secure messaging allows sending and receiving sensitive information. Sign documents electronically. View pending tasks in a to-do list. Exchange files directly through the . Scan and upload documents using the built-in scanner.
Invoice Maker - InvoiceToo
Kayeve Software Solutions LLC
Create invoices and estimates
Create and customize invoices and estimates with logos, signatures, and branding. Collect signatures in person or online. Attach photos to documents. Convert estimates to invoices quickly. Duplicate templates. Save recurring line items.
Symba
eCommission Financial Services, Inc.
Track deals, sync contacts, manage tasks
Track real estate deals and commissions with task management and note-taking. Sync contacts and automate bookkeeping. Forecast taxes and income. View bank balances and business mileage deductions. Monitor debts and expenses in one place.
W-4 Calculator & Tax Estimator
David Dixon
Calculate taxes and adjust withholdings
Enter income, dependents, and filing status to calculate paycheck withholding. View gross and net pay breakdowns. Estimate federal tax deductions. Adjust withholding to avoid surprises. Track tax deadlines with a calendar.
Write Off
TSAPlay, LLC
Learn deductions, track expenses, structure business finances
Learn business deductions through interactive lessons and a game. Track deductible expenses, understand tax savings, and structure finances properly. Access educational content and master accounting basics for small businesses.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.