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Reporter NEW Download your personalized retirement plan report or export all of your plan data
Inspector Get greater insight into your plan so you can discover opportunities and make better decisions
Coach NewRetirement will monitor your plan and alert you to big risks, oversights and options to improve your plan

Coming in 2018

Advanced Forecasting

Monte Carlo & Historical modeling to enable better scenario modeling

  • Forecast your plan using Monte Carlo simulations
  • Back test your plan - what happens if we have another great depression?
  • Create scenarios so you're confident in your plan

Withdrawals Planner

Model and discover the best way to position & drawdown your assets to maximize income & wealth

  • Model different ways to tune your draw down strategy
  • Solve for the most tax efficient draw down plan
  • Find ways to boost lifetime income for you and your spouse

Tax Insight

Get guidance on how to minimize future taxes

  • Forecast and plan for tax efficiency
  • Minimize the impact of RMDs (Required Minimum Distributions)
  • Position holdings properly

Social Security Advisor

Make the most of Social Security for you and your spouse

  • Get a recommended claiming strategy
  • Maximize your benefits
  • Explore opportunities even if you have already claimed Social Security
Discover all upcoming features
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Disclaimer: The content, calculators & tools on are for informational and educational purposes only and should not be construed as professional financial advice. NewRetirement 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. NewRetirement strives to keep its information & tools accurate and up to date. This 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. Additionally, this site may be compensated through third party advertisers.

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  • Calculating Your Analysis...
  • Organizing Your Plan – Discover a Better Future...
  • Creating To Do Items...
  • Identifying Opportunities...
  • Calculating Your Analysis...