Ive sent links to my children to use, and have discussed it with colleagues at work as an extremely useful toolkit to help in retirement planning. July 8, 2020, This is a great website and service. Flexibility to tailor to an individuals needs and circumstances.October 20, 2020, Its a solid, impartial, calculator. Multiple scenarios. Thank you!Chapel Hill, NC March 6, 2018, Your tool seems to hit the sweet spot between ease of use and complexityaddressing various factors/issues that can occur as one moves thru life.Sandy, UT February 28, 2018, Your site continually updates and you listen to feedback.Glendale, AZ February 26, 2018, I like that the tool includes the addition of a pension. Retiring in one year at 63.unknown May 5, 2020, Its funny I just got this survey. May 30, 2021, Helpful planner, useful advice.May 28, 2021, It gives the total picture of current finances and retirement May 27, 2021, I like being to modify so many inputs and see detailed results, year-by-year, not just a final value. Easy to use. It also takes into account more inputs/variables than I have seen on other retirement calculators.Logan, UT January 28, 2019, I have learned much about planning, investing, saving and estate planning. !June 21, 2020, It is simple to use. The PlannerPlus tier has a 14-day free trial and costs $120 per year. The attention to details beats all the others, and your team is constantly looking to make it even better.Round Rock, TX January 20, 2020, Awesome free tool that gives a fairly accurate picture of your retirement readiness. Heres a breakdown of each option. This flexibility is nice if you dont have all the answers right now or discover overlooked areas during the setup process. I am having difficulty with one Aspect that involves a rollover of my 403b to a Vanguard traditional IRA. Almost as good as a Financial Advisor. Whether you want to begin to understand your finances, or would like to optimize your financial plan, NewRetirement is for you.August 22, 2020, I have Wealthtrace, Personal capital, eMoney (through financial planner) and Quicken. Makes me feel more confident with my plans.January 12, 2021, Great tools. Its also possible that it is all there and Im having difficulty finding it.May 22, 2021, This is a very rubost system but affordiable. Try it out! I wish this tool was available to me in my 30s and 40s but am still glad Ive been using for a few years now. unknown October 15, 2019, very helpful, good improvements over the year I have used it. What do you need to do to get ready? The comparisons and graphs are very useful as well.Minneapolis, MN January 24, 2020, Its been a great tool for planning and looking at some what-ifs and provides me with some reassurance that I wont be eating dog food out of a can when I retire. There are many many different tools and options to use. The service can track monthly pensions and lump-sum pensions. 18 Spadina Road, Its not perfect, but it is thorough, and I believe tries to be as accurate as possible. May 4, 2021, NewRetirement strikes the perfect balance between sophistication and ease of use.May 2, 2021, Very nice helpful program, we already recommended it to some friendsApril 30, 2021, Understand move about retirement April 30, 2021, Good, flexible product. Thanks for keeping it free and updating. 1 is, its already the best planner Ive seen. Enter your total current retirement savings and taxable savings balances. Get Started For Free Go beyond your savings and investments Sure, savings are important but so are taxes, income, where you live, debt, how you spend money and more. I love it and refer to it weekly (probably too obsessively)August 30, 2020, I have used the site for a while and find it very good and informative. A few things change and I update on a regular basis. February 24, 2021, I wish this was around when I was planning my retirement. Interesting data points May 26, 2020, I like the in depth analysis on the tax and health card implications going forward. Its well worth the annual fee to gain access to the budgeting module. I like how I can work with the plan and make changes along the way to see how it will affect me. Home sale needs options rather than assumption. The Long View podcast. Initiated using the program before it was modified to July 31, 2020, comfort we are on the right trackJuly 31, 2020, This is the best online tool for pre & post retirement financial planning. NewRetirement is the best, by far. Its too bad more people dont invest the time in learning how to prepare for their future and this is a great resource. I have tested it against my own homemade excel spread sheets and the results are very similar but with a fraction of the time and work I have to put in on my own.July 14, 2020, One of the best tools online. Email custom invoices from Quicken. The following steps are for completing the in-depth registration. A lot of insight. Site is very helpful forme. All that is doing a wonderful service for we baby-boomers who got a late start in this whole retirement planning business. May 18, 2021, It is one of the few comprehensive online retirement projection tools that I have found to be useful and it has a free version! It could improve by providing definitions. Its the most comprehensive site and retirement calculator Ive ever used. signed,A Pre-Retiree Who Is About to Take the PlungeNew York, NY February 3, 2019, I really like what the site provides. Would be interesting if a user could simulate at least 1 bear market timing. I found the retirement calculator to be extremely helpful in deciding when to retire. NewRetirement is helping me plan in a more thoughtful manner taking into account our entire situation, from income to spending to taxes. Program allows the user to run alternate scenarios to test the impact of different scenarios.Hernando, FL July 2, 2018, Wide range of considerations. I think Im on the right track, but your program proves it. I actually felt I had a more tangible sense of my financial situation in about 30 minutes.November 1, 2021, Good tool for consolidating retirement planning. Your housing costs are another critical factor in estimating retirement costs. I need to invest more time into the tool to get the full benefit.unknown October 2, 2019, It provides the most detail and ability to see the detail by year to validate its doing what you think. Thus far Ive only been using the free version but am so delighted with its many features I think Im ready to try the subscription version. Thanks,July 24, 2020, Probably the easiest and most comprehensive retirement calculator in the market. June 14, 2020, I enjoyed all the options of incomes. Youve done a very nice job of hiding details if you arent interested which I think is very important. Best November 23, 2020, Excellent Retirement Planner Plus although its taking some time to learn the details. The Strengthen Your Plan tool is an online education center for different financial and retirement topics. It helped me to realize my early retirement dream. May 31, 2021, It was a practical and useful tool that was easy to use and provided good insight into retirement planning / timing.May 31, 2021, I like to run different scenarios and love the Roth conversion tool. I love the new Roth conversion section. On average, the typical user spends $1,500 per year in advisory services. Youve knocked it out of the park as far as user experience goes, too! March 22, 2021 I go on it entirely too much, but its easy to use and for me to rework different retirement scenarios.North Salem, NY June 15, 2017, I love the content.Boston, MA June 10, 2017, Most comprehensive analysis of readiness for retirement when compared to the simple online retirement calculators. Gives you a lot of options of ways to plan. In it, youll find our retirement planning checklist with the tasks to do and links to the government pages and other info to help you throughout the process. Your data visualization tools are excellent. I am able to enter my various income streams, give ranges of returns on investments, and also integrate income realty and other assets to sell if we come up short. It is very sticky just as you mentioned in the example with your Mom to find advice for smaller accounts. I am just using the free version but plan to upgrade at a later time.November 24, 2020, I built my own spreadsheet and I always said I wish someone had something like this. I like the fact that you can use different withdraws and come up with what I like to call guardrails to use in your spending. Great tool.September 26, 2020, Informative, financial reads; excellent what-if calculatorsSeptember 25, 2020, i like the website, easy to navigate, good informationSeptember 25, 2020, Ive been looking for a program like this for a long time and Im thrilled that I stumbled upon this one. I still do and, hopefully, always will. January 8, 2021, Site is loaded with great, helpful information. Your site is very informative and very easy to use. TIMELY. Free. March 20, 2021, Hands down best retirement tool I have ever seen. Neenah, WI January 22, 2020, Ive used many retirement tools through the year, but NewRetirement is the best by far. services professional who has a fiduciary relationship with you before making any type of investment or
Then, if your retirement account isn't a , you'll also pay income taxes. Have recommended NewRetirement to friends and my Schwab CFP.June 3, 2021, Very comprehensive planning system. The one-on-one financial advisor sessions also require a purchase. Very intuitive tool with ability to be as detailed as possible when desired.May 20, 2020, Its fairly easy to you and a very powerful system. Needed confidence in my plan to pull the trigger and retire.January 14, 2021, Ive tried many others and none compare!January 13, 2021, Thorough, easy to use. find on a particular financial institution, service provider or specific product's site. Great interface. unknown November 4, 2019, I like that you can start very simple with NewRetirement and then add as much detail as you can stomach. In addition to the Planner (with a very active development pipeline), the extensive educational materials and community aspect make this a holistic platform for both pre-retirees along with those already retired become comfortable with where they are on their journey.November 21, 2021, Planner is easy to use and update. I also enjoy the information contained in the monthly e-mails. For example, high inflation (pessimistic) and high COLAs (optimistic) are more likely to track one another (with slight lag on COLAs) not occur opposite one another.The most valuable model is based on the averages which is what I have told others when recommending NewRetirement.I have told 3-4 friends and family, including my brother who owns a financial business under LPL to check out NewRetirement.July 8, 2021, Very easy to use the program and seems to be realistic with assumptions!July 8, 2021, Think a fine tool especially for an average investor. It provides the information and support network to grow your financial knowledge and improve your personal situation. Canton, OH January 24, 2020, There are so many more detailed input fields for spending and budget than other retirement tools. Once all the data is entered, everything is at your fingertips. lots of ways to visually see where you are financially and info on ways to get where you want to be.May 8, 2021, Very helpful in reviewing the items that need to be checked off getting ready for retirement. This way we do not have to get in their business. June 5, 2021, You have a very detailed retirement planner for free and offer more enhancements if needed for a fee.June 4, 2021, Comprehensive, easy to use, responsive supportJune 4, 2021, Its a great comprehensive tool that continues to evolve in great ways. I particularly like the detailed tax analysisJune 2, 2021, You are doing something new in the financial services space democratizing financial planning and advice!June 2, 2021, easy to use, not affiliated with a financial product manufacturerJune 2, 2021, Ive enjoyed working with the NewRetirement calculator for a few years. User friendly, very easy to inputRichmond, VA November 8, 2019, I have been doing my retirement planning in Excel but NewRetirement gives me much more information and I am more confident about the accuracy and completeness of the information that with what I was doing in Excel.Woodstock, GA November 6, 2019, Provides a concise picture. Im impressed with the amount of information available on the site.unknown May 21, 2019, I like how you have the option of plugging in different number combinations and the results are quickly shown.Ridgefield, WA May 20, 2019, Very application for someone whos getting ready for retirement. Employers, advisory services and financial institutions can deploy our white-label planning platform, calculators, and APIs to support business objectives. I really like having a detailed plan in one place it helps to have a good view of the future.Stockton, CA June 26, 2018, I find the site has very good articles and the retirement planning tool is excellent. This tool runs 1,000 scenarios using different investment, inflation and earned income assumptions to find the probability of having enough money for retirement. Poquoson, VA February 6, 2018, Very comprehensive system I use to validate my current advisor program. October 19, 2021, Very helpful, good information, tools to see where you stand with retirement.October 18, 2021, To date it is the best planner Ive used.October 18, 2021, The site is very detailed and helps me with different scenarios to plan on when to retire.October 18, 2021, There are a lot of knobs to use for checking out many aspects of saving, rate of return and gliding into retirement. Katy, TX January 13, 2020, Feel more confident in my plan after inputting my data in the newretirement plan. The articles and podcasts provide lots of good information about a wide variety of retirement topics.February 13, 2021, Ive literally put everything in the app in a week. When Can I Retire?, and Whats My Retirement Income. NewRetirement provides free and paid retirement planning tools that can offer more insight than your brokers retirement calculator. June 16, 2020, I have found this site extremely helpful and have already recommended this to many friends and family.June 15, 2020, Very good planning tool with more inputs and a greater level of detail than most available on the internet. Not just a generic plan. A recommendation would be the ability to have a scenario spreadsheet comparing 3-5 different potential outcomes.May 26, 2020, Great info and love the retirement plannerMay 25, 2020, I like the ease of use functionality of the software and the projections capabilities.May 23, 2020, Replacing Monte Carlo allows me to more closely define what I need from an investment advisor May 22, 2020, The program is very well thought layoutMay 22, 2020, I really like the ability to build different scenarios. JimApril 10, 2021, Well thought out with good interface.Linkage with financial account.Educational information.Good for DYI with help if needed.Company mission is aligned with my goals with killing me with AUM fees.April 10, 2021, Already told 3 friends. Chamberlain, SD February 14, 2018, Best retirement calculator I have seen with updates available based on lifes changes.Panama City, FL February 14, 2018, Ease of use, thorough and logical. However the amount of time necessary to enter all the data is significant the end product is worth the effort.April 4, 2021, I find the basic Retirement plan to be comprehensive and addresses most of the subjects. Ludlow, VT January 16, 2018, Your retirement calculator has been very useful for me as I try to project into my future retirement years. Happy to payJuly 21, 2021, very thorough, allows what if, Roth conversion model, shows details of which accounts to use when, etcJuly 20, 2021, Easily the best retirement modeling program available. The information was especially helpful.December 7, 2020, The articles are thought provoking and real. The Planner Plus tool still needs some tweaking.November 19, 2021, I love the many variables to manipulate.November 18, 2021, Great tools to help you all along retirement. Easy to use, good insights. See more options >. Enter your name, age and planned life expectancy. Financial planning tools and services to put you on the path to the future you want, Blog
Very easy to use as well as thorough. NewRetirement asks about your age and your spouse (if you have one) and their age. Some sites are too detailed and have the illusion of precision. The planning tool is very good. I have sent your link to dozens of friends and family. I just updated our retirement plan, a tool Ive been using since we signed on. Otherwise, good tool. Register. New Retirement is my absolutely favorite love the interface and clear feedback when I play with retirement options. Thus, I seem to trust the results here with ah higher level of confidence. Naperville, IL February 20, 2019, I get all the information Ive needed to learn about retirement prep in bite size digestible pieces. For that reason the user should be better guided. Retirement is a huge decision and being able to move the numbers around at my convenience is helping me understand what my chances of success will be. One suggestion: Specifically include a section for funeral planning/expenses. It rivals a financial planner, and a good one at that.Barrington, IL July 10, 2019, I like the Site layout, straight forward, easy to answer questions and the Sites ability to take it all in. I really like the value added email briefs that provide useful and relevant information. Leads through/ clearly explains setup, covers all of my needs, doesnt coerce you to link accounts. It covers multiple financial factors that impact your retirement strategy, regardless of if you plan to retire early or later in life. then it would be perfect!January 10, 2021, Acknowledgement of singles retiringJanuary 10, 2021, Interface is easy to use and price is reasonable. Best of all is its ability to glimpse into the future. I very much like being able to run scenarios on my own and explore what ifs. Visual aids and layout are also very nicely designed. It is the most complete retirement estimator/tracker that I have found. Wish it was free, but cost is low, so its worth it.June 27, 2021, This financial tool is the best I have seen. Users on the Planner tier can manually add the balance of their bank accounts and investment accounts, including IRAs and 401ks. The data entry is easy and the analysis is comprehensive.Portland, OR September 14, 2019, Not only did it cover most all scenarios, it allowed me to try other options. Ive already told two friends who are my age/retirement age about newretirement.com. This has helped both me and my parents gain confidence about retirement options.March 6, 2021, I already told several 50 something friens about it!March 6, 2021, Ease of use. Its a great tool to plan for retirement with real numbers.May 25, 2021, Great tools and support. I was able to enter different scenarios in detail because your of the way your calculator is designed, and was able to come up with a plan that I feel comfortable with and can work to achieve. Roanoke, VA December 5, 2018, I LOVE the New Retirement website. We live in the now and not really thinking about the future until we hit our 50s. So-called professional advisors break the primary do no harm rule of being a fiduciary by taking a huge and unwarranted slice of AUM. I also like the addition of average as well.June 17, 2021, Like the level of detail and control over planning assumptions.June 17, 2021, NewRetirement resources have helped me better understand my financial situation and establish goals that will help sustain income for the rest of my life. May 31, 2021 Retirement planning has never been more complicated. There is also good information on annuities, etc. Its the only pricing tier to offer personalized financial planning sessions. And free retirement planner!June 25, 2021, I told my Edward Jones broker about this and she passed on to head office. NewRetirement wants to bring financial planning to the mass market at a very low cost. November 5, 2021, NewRetirement is really easy to use (and its especially easy to get started), and yet it also offers the most comprehensive set of inputs that Ive encountered in fact, its the only retirement calculator/planner Ive encountered so far that lets me model everything I want to model.November 5, 2021, Updated info and trends are great! Privacy matters. Ill get with a coach to clear this up. From doing everything yourself to being able to work with a CFP professional is a great model.March 20, 2021, Detailed and nuanced. I have told many about it. And great tools.August 16, 2021, A good place start to get ready for retirement.August 16, 2021, Continual improvements and enhancements made since I began using this tool. I find it one if the most comprehensive retirement calculators currently available. I have used many other calculators and most are very basic. Thank you for a great website. .bootstrap h1 { text-align:left; font-size: 28px; margin-top: 10px; }
, Very good tool! I can be as specific and detailed as I want to.Littleton, NC January 17, 2019, The site is flexible. The planner has been nicely refined these last few years, which shows good attention to the product.Richmond, VA November 12, 2018, The information provided by NewRetirement is diverse & insightful.Fairfax, VA November 12, 2018, Well thought out modeling, lots of relevant options and topicsVashon, WA October 25, 2018, great features, ability to address unique situations,and the PlannerPlus ability to download raw data and the report are awesome.Conway, NH October 24, 2018, I find having a multitude of sections that make up the NewRetirement allow me to feel all my bases are covered and easily modified.Wallingford, CT October 24, 2018, Because I find it helpful. Then I found your solution and tested the free version for about 2 days before realizing that it was amazing. Getting ready to upgrade as I think for me its the perfect fit at a reasonable costMay 17, 2021, It is a one stop shop for everything related to retirement. January 7, 2021, good retirement tool/site. Run any scenario thats meaningful to you. I find it to be the best calculator Ive used. Looking forward to 1 on 1 discussions in the very near future. Would she be sufficiently covered. Also, the detailed info/graphs/charts for results. The information presented back to me after I entered my details were easy to understand and felt very supportive of my financial goals and present status. Provides tools to try different scenarios.Key West, FL May 8, 2018, Best free retirement planner I could find.Arvada, CO May 7, 2018, New Retirement includes all the variables for a complete financial report of retirement figures and can be easily updated throughout the year.Malden, MA May 4, 2018, I have recommended it to many people already. The Social Security Explorer tool can run several scenarios to choose the best age to start drawing benefits. $149 per month * Building on the key features of RazorPlan, the Advanced version adds life insurance, rate of return, and cash flow planning features. FREE.Jacksonville, FL March 25, 2018, The site and app are more comprehensive yet easy to use than any others Ive found.Scottsdale, AZ March 20, 2018, One of the best (free) products online that Ive been able to find. Manage your finances in under 5 minutes per week, Update your profile, manage your subscription, and more. Le Claire, IA December 18, 2018, I like the ease of use with software coaching pointing out incomplete sections and possible input errors. Great tool to get a handle on your status as you move into retirement.July 31, 2020, Its comprehensive and doesnt try to sell you anything overtly. Enter any pension payments you might receive in retirement. The ability to manipulate more items and more deeply really seems to give more relevance.Kingsport, TN May 24, 2019, Ive found these tools very useful. The next step is stating your current monthly income and estimated annual income until you reach retirement age. This is the free plan and allows you to create a personalized retirement plan. Thank you!! It also factors in the same info for spouse. NewRetirement offers an Office Hours video session on Thursdays where users can ask questions about navigating the platform. ThanksNaples, FL February 22, 2018, It is the most thorough, balanced, user friendly system I have seen. the results at times seem a bit to optimistic. The scenarios are great. This tool can be especially helpful with the recent bout of generational-high inflation. I like New Retirement Planner as a tool (best one I have found) to help forecast my retirement. Keep up the great work. Keep up this great work. I love the monte carlo tool, and use it to test various scenarios.September 14, 2021, The application is easy to use, considers many variable, allows for numerous what-if scenarios, and is constantly improving. It makes. September 20, 2020, we have ten fingers in my both the handsSeptember 16, 2020, I never knew of such a tool maybe I am still far away from retirement so no one in my social circle knows about this. Kenmore, WA September 10, 2019, The calculations are the most comprehensive out there, encompassing all aspects of the retirement puzzle.Lakeland, FL September 9, 2019, Your Retirement Calculator includes many features that others dont. After clicking Create Free Account on the NewRetirement homepage, you complete a profile survey. Free. Second, ease of use is a major draw. retiring soon I want it to be accurate and it seemed to ask the right questions and all of themWillard, OH January 4, 2018, The Retirement Planner is the best I have found on the Internet.Visalia, CA January 3, 2018, I like the information that I learned from your site. Academy members also have access to exclusive in-depth live Q&A sessions. Thanks so muchSeptember 22, 2021, I am a DYI kind of guy. Community texts are sometimes beyond my financial comprehension but all and all a thorough tool October 11, 2021, I find it to be a very comprehensive tool in helping me to gain confidence in where I am in reaching my retirement goals.October 11, 2021, I havent worked with the premium (paid) version yet, but the free one has been very helpful for our personal retirement projectionsand more helpful than other options available. Much better than other retirement calculators Ive found.Alpharetta, GA August 13, 2018, I think the retirement planning tool is 2nd to none!Tampa, FL August 8, 2018, Straight forward, easy to use toolEnjoy the tone of the website and the podcastAppreciate the natural, un-assuming authority the creator has established in the community, which has translated into access to note-worthy guestsLarchmont, NY August 5, 2018, Got me excited at the possibility of retiring at 60. It does take some time to figure out the cause and effect of the changes. Plus, it explains its assumptions and offers ample information about every subject it tackles. We are looking for sponsors for the show and influencers like yourself to interview and promote. Upgrading to the NewRetirement PlannerPlus includes real-time net worth tracking and money simulators. Prescott, AZ June 23, 2018, Best planner ever!Barrington, IL June 23, 2018, Seems very completemore specific answers to the type of questions I am really concerned with my readiness for retirement.
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