NewRetirement Pricing

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FREE Planner

Get organized

Create a plan

See where you stand

Add 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 PlannerPlannerPlus
Holistic Planning: Most Comprehensive Tool Online100 inputs250+ inputs
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 Answered10 Charts20+ Charts
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 Decisions1 Explorer3+ Explorers
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 IntelligenceUp to 10 Alerts100+ Alerts
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Be alerted when something is wrong or out of date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 AssumptionsLimitedFull Control
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 ItIn AppAdd-On Services
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

Disclaimer: The content, calculators, and tools on NewRetirement.com 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 and tools accurate and up to date. The 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.

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