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Basic
Better than a simple retirement calculator, it’s a great way to take control and build a more complete financial plan.
Free
no credit card required
Sign up for Boldin
  • Build a personalized plan
  • Get reliable planning answers
  • Try “what if” scenarios
Most popular
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PlannerPlus
Unlock the full power of planning with more inputs and insights that help you make better decisions and feel more confident about your future.
$120 / year
billed annually after your 14 day free trial
Start free trial Everything from Basic, and…
  • 100+ more inputs, for total control
  • Link accounts via the top 3 aggregators
  • Roth conversion explorer POPULAR
  • State & federal tax projections
  • Maintain multiple scenarios POPULAR
  • Side-by-side scenario comparison
  • Over 36 detailed charts
  • Monte Carlo analysis
  • Detailed budgeting & income planning
  • Personalized digital coach suggestions
  • Live classes and Q&A sessions
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Boldin Advisors
Collaborate with a CERTIFIED FINANCIAL PLANNER™ professional. Gain access to fee-only fiduciary expertise.
$1,650 on average
depending on your level of service
Book a free discovery session Choose the services you need:
  • Holistic planning
  • Comprehensive retirement plan review
  • Asset allocation/asset location
  • Roth conversion & withdrawals review
  • Retainer with full access to CFP®
  • Short term engagements
  • Flexible plans customized to your needs
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Feature comparison

Basic

Get Started

PlannerPlus

14 Day Free Trial

Boldin Advisors

Book Session

Inputs and modeling that let you take control over your plan
Comprehensive inputs 100+ 250+ 250+
Adjustable plan assumptions
Tax insights
Withdrawal strategy
Real estate modeling
Healthcare cost estimates
Detailed future budgeting
Retirement income planning

Tools for effective decision making
Instant feedback
Run scenarios
Interactive explorers 2 explorers
Insightful charts 10+ 25+ 25+
Monte Carlo analysis
Real time net worth analysis
Print reports or export data

Digital coach helps you stay on top of your plan
Personalized alerts Up to 5 Unlimited Unlimited
Roadmap
Custom opportunities to do better
Warnings on plan accuracy
Monitor financial milestones

Powerful resources to boost your financial IQ
Weekly planning newsletter
Planner demos
Intro to Financial Planning Course
16+ In-Depth classes
Planning Q&A sessions
Q&A sessions on specific topics

Advice and guidance from Boldin Advisors: Certified Financial Planner (CFP®)
Free discovery session
Flexible service offerings
Expert answers

Basic

Get Started

PlannerPlus

14 Day Free Trial

Boldin Advisors

Book Session
Disclaimer: Advisory services are offered through Boldin Advisors, LLC (Boldin Advisors”). Boldin Advisors is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Boldin Advisors and its representatives are properly licensed or exempt from licensure.
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© 2024 NewRetirement, Inc. d/b/a Boldin All rights reserved.

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.