How It Works

How It Works

We created NewRetirement because our own parents needed affordable retirement advice. Existing resources were too expensive, confusing and they only helped with investments. Now over 150,000 people have planned retirement using our easy, unbiased and comprehensive tools.

Start by getting control

In 5-10 minutes you can build your initial plan for free and discover opportunities to do better.

Retirement Score
In 5-10 minutes you can build your initial plan for free and discover opportunities to do better.
Retirement Income
We’ll forecast your retirement income vs. expenses – factoring in Social Security, any pension, part time work, RMDs (Required Minimum Distributions) and taxes.
Find Opportunities

NewRetirement looks across all of your finances to see if you have opportunities to do better across your resources including savings, investing, taxes, home equity, and human capital.

What If Modeling
Try out different ideas like relocating or taking a part-time job to see how big a difference it makes.
Coach
We have coded up hundreds of financial best practices that we apply to your plan to find ways you could do better.
Get on track for financial independence

At some point most of us will stop working and need to rely on savings. We help you make smart choices so you can get and stay on track to be financially independent.

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Voted best retirement planning tool by AAII, Forbes and many more.

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