NewRetirement Pricing
Select the subscription that is right for you
PlannerPlus
Increase wealth & security
Create a plan
See where you stand
Make better decisions
Discover opportunities
$96/year
14 Day FREE TrialPlannerPlus Live
Collaborate with a coach
Create a plan
See where you stand
Make better decisions
Discover opportunities
2 Zoom sessions with a planner expert
$396/year
14 Day FREE TrialAdd help from real people (at anytime)
Product expertGet one-on-one product support via Zoom with an expert. Learn how to set up and stress test your plan. Get the assurances you need to feel more confident about your future.
$150/session
Financial advisorFlat fee consultations with a licensed fiduciary who will collaborate with you to create personalized retirement strategies.
$999
Compare subscriptions. Discover what’s best for you.
| Free Planner | PlannerPlus | PlannerPlus Live |
| Holistic Planning: Most Comprehensive Tool Online | 100 inputs | 250+ inputs | 250+ inputs |
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| Input how your income and spending will change over lifetime | 
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| Track all accounts and pensions |
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| Estimate lifetime healthcare costs |
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| Document all property, other assets and debts | |
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| See and plan for future tax liabilities |
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| Set a detailed budget for required and desired spending |
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| Schedule future withdrawals and distributions |
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| Model future real estate transactions |
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| Ladder Roth conversions |
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| Link bank and brokerage accounts for automated updates |
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| Insightful Charts: Get Your Questions Answered | 10 Charts | 20+ Charts | 20+ Charts |
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| See how strong your plan is overall |
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| Discover when you can retire |
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| Assess if you will you run out of money |
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| Get Monte Carlo analysis (rate of return probabilities) |
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| Track your net worth now and overtime |
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| Determine how much you need in savings |
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| Evaluate how income and withdrawals fund expenses |
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| Get detailed tax analysis |
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| Go into deeper detail on all aspects of plan |
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| Print a complete plan — with charts |
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| Download your data to a spreadsheet |
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| Explorers: Make Better Decisions | 1 Explorer | 3+ Explorers | 3+ Explorers |
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| Optimize Social Security |
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| Determine if Roth conversions will improve your finances |
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| Stress test your plan with “what if” scenarios |
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| Find the best withdrawal strategy |
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| Identify how to reduce taxes |
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| Improve Your Plan: Personalized Suggestions Using Artificial Intelligence | Up to 10 Alerts | 100+ Alerts | 100+ Alerts |
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| Get on track with guidance about how to set up plan |
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| Be alerted when something is wrong or out of date |
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| See how to be wealthier or more secure |
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| Control Over Assumptions | Limited | Full Control | Full Control |
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| See optimistic and pessimistic values |
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| Set general and medical inflation |
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| Adjust rates of return for all accounts |
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| Determine COLA for Social Security, Pensions and Annuities |
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| Personalize appreciation for housing and other assets |
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| Help from Real People When You Need It | In App | Add-On Services | 2 Live Reviews Included |
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| Email and in-app support during business hours |
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| Group classes via zoom |
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| One on one coach services by the hour |
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| Flat fee services from fiduciary advisor are available |
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