Geoff Schmidt from Holy Schmidt!

Geoff SCHMIDT from “Holy Schmidt!”

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How It Works

1. Register

Find your Retirement Chance of Success Score in minutes.

2. Set Up

Get actionable insights into your income, expenses and more.

3. Optimize

Build custom scenarios and explore the biggest impact on your finances.

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  • Roth Conversion Explorer
  • Custom Scenario Planning
  • Tax Projections
  • Monte Carlo Analysis
  • Income Planning
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Customer Reviews

Your product has literally allowed me to sleep better at night. It’s invaluable. If you spend your financial life looking for value — this is a no-brainer!

— Thomas

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Disclaimer: The content, calculators, and tools on Boldin.com are for informational and educational purposes only and are not investment advice. They apply financial concepts in a general manner and include hypotheticals based on information you provide. For retirement planning, you should consider other assets, income, and investments such as equity in a home or savings accounts in addition to your retirement savings in an IRA or qualified plan such as a 401(k). Among other things, Boldin provides you with a way to estimate your future retirement income needs and assess the impact of different scenarios on retirement income. Boldin Planner and PlannerPlus are tools that individuals can use on their own behalf to help think through their future plans, but should not be acted upon as a complete financial plan. We strongly recommend that you seek the advice of a financial services professional who has a fiduciary relationship with you before making any type of investment or significant financial decision. Boldin strives to keep its information and tools accurate and up to date. The information presented is based on objective analysis, but it may not be the same that you find on a particular financial institution, service provider or specific product’s site. All content, tools, financial products, calculations, estimates, forecasts, comparison shopping products and services are presented without warranty.