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 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 |
| Holistic Planning: Most Comprehensive Tool Online | 100 inputs | 250+ inputs |
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| Input how your income and spending will change over lifetime |  | |
| Track all accounts and pensions | | |
| Estimate lifetime healthcare costs | | |
| Document all property, other assets and debts | | |
| See and plan for future tax liabilities | | |
| Set a detailed budget for required and desired spending | | |
| Schedule future withdrawals and distributions | | |
| Model future real estate transactions | | |
| Ladder Roth conversions | | |
| Link bank and brokerage accounts for automated updates | |
| Insightful Charts: Get Your Questions Answered | 10 Charts | 20+ Charts |
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| See how strong your plan is overall | | |
| Discover when you can retire | | |
| Assess if you will you run out of money | | |
| Get Monte Carlo analysis (rate of return probabilities) | | |
| Track your net worth now and overtime | | |
| Determine how much you need in savings | | |
| Evaluate how income and withdrawals fund expenses | | |
| Get detailed tax analysis | | |
| Go into deeper detail on all aspects of plan | | |
| Print a complete plan — with charts | | |
| Download your data to a spreadsheet | |
| Explorers: Make Better Decisions | 1 Explorer | 3+ Explorers |
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| Optimize Social Security | | |
| Determine if Roth conversions will improve your finances | | |
| Stress test your plan with “what if” scenarios | | |
| Find the best withdrawal strategy | | |
| Identify how to reduce taxes | |
| Improve Your Plan: Personalized Suggestions Using Artificial Intelligence | Up to 10 Alerts | 100+ Alerts |
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| Get on track with guidance about how to set up plan | | |
| Be alerted when something is wrong or out of date | | |
| See how to be wealthier or more secure | |
| Control Over Assumptions | Limited | Full Control |
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| See optimistic and pessimistic values | | |
| Set general and medical inflation | | |
| Adjust rates of return for all accounts | | |
| Determine COLA for Social Security, Pensions and Annuities | | |
| Personalize appreciation for housing and other assets | |
| Help from Real People When You Need It | In App | Add-On Services |
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| Email and in-app support during business hours | | |
| Group classes via zoom | | |
| One on one coach services by the hour | | |
| Flat fee services from fiduciary advisor are available | |