✨ Get to know Boldin’s AI Planner Assistant
The Boldin Financial Planner Take control of your plans. Retire earlier, with more security and find financial confidence.
Get expert support Make sure your plan is set up correctly with a coach. Or, talk to a CERTIFIED FINANCIAL PLANNER® from Boldin Advisors for even more guidance and support.
Resources Fuel your financial planning know-how
Blog Your guide to financial planning and retirement
Boldin gives you powerful retirement planning tools — and PlannerPlus takes it further with advanced tax optimization, Monte Carlo simulations, and unlimited AI guidance.
Better than a simple retirement calculator, it’s a great way to take control and build a more complete financial plan.
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Unlock the full power of planning with more inputs and insights that help you make better decisions and feel more confident about your future.
$144 billed annually after your 14 day free trial
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Collaborate with a CERTIFIED FINANCIAL PLANNER™ professional. Gain access to fee-only fiduciary expertise.
get a comprehensive retirement plan checkup
Real features. Real users. Real results at $12/month.
Model Roth conversion strategies year by year to minimize your lifetime tax burden and maximize retirement income.
“Love the software — has been extremely helpful in getting a handle on my entire financial situation in retirement — especially taxes, withdrawal rates, and developing a plan for Roth conversions going forward.”
See state and federal tax projections side by side, and optimize which accounts to draw from and when.
“Helpful to have a tool that is dynamic, yet simple to use. Balancing tax and withdrawal strategies is very complex and this tool reduces the complexity.”
Compare claiming ages to find the optimal Social Security strategy for you and your spouse.
“I was stressing about the gap between when I retire and when I take Social Security. The charts showed how my savings will have no problems covering that gap.”
