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Assessment

Answer some important questions to get real clarity on where you stand and your retirement options.

Next steps

See what’s possible and what you can do right now and in the future to create your perfect retirement scenario.

Ongoing help

We’ll help you stay focused on your plan so you can enjoy the retirement you always wanted.

Due to its easy-to-understand presentation and wealth of information...

NewRetirement is the American Association of Individual Investor's (AAII) Editor’s Choice for Best of the Web for Retirement Planning.

The NewRetirement Calculator Makes Retirement Planning Easy...

  • Quick and easy to get started
  • Sophisticated tools – it is like a financial advisor is in your computer
  • Useful charts and detailed analysis of your situation
  • Ability to try out different retirement scenarios
  • Instant answers to your retirement questions

Retirement Information and Tips

Retirement Experts

Most Recent Question and Answer on NewRetirement Answers...

equities, bonds, cds?
Asked by a 67 year old man from Mancos, CO on 6/20/2018

Good morning Sir, Its almost always best to invest in equities for your Roth IRA. In particular, more aggressive equity investments. However, its always a good idea to review your total asset location of your investments in other accounts. This can help reduce current and future taxes as well as help better grow your investments for the future. Best, Marc Jimenez, CFA, CFP® Managing Principal & Chief Investment Officer CAM Investor Solutions 387 Corona Street, Suite 538 Denver, Colorado 80218 Office: (720) 575-7775 Mobile: (512) 923-2108 marc@caminvestor.com | www.caminvestor.com ENJOY OUR BLOG AND BEST IDEAS PLEASE READ: Any information in this transmission may contain confidential information. If you are not the intended recipient, please notify the sender as it is for the use of the recipient(s) named above. If you are not an intended recipient, you are hereby notified that any review, dissemination, distribution or duplication of this communication is strictly prohibited. M & A Consulting Group, LLC, doing business as CAM Investor Solutions, is located in Denver, Colorado. The firm only transacts business in states where it is properly registered or in compliance with applicable state regulations. Please contact the sender if there are any questions.

Marc Jimenez
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NewRetirement Family

NewRetirement is a new approach for retirement planning – comprehensive, easy, personalized and designed for regular people. We started this company because our own parents needed help with retirement planning and there were not any affordable and trustworthy resources.

NewRetirement’s calculator is designed for anyone who is worried about their retirement – especially people nearing the end of their careers who are in their 50s and 60s. We help people figure out how to draw down their savings as well as think through things like Social Security, income streams, Medicare, work and phased retirement and how to manage debt, expenses and out-of-pocket medical costs to live as securely as possible.

The system puts you in charge of how you want to use your resources so that you can make better decisions about your future.