Retirement software

Managing your TSP and alternate investment options after retirement or separation from service.

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Scarfinger
Posts: 892
Joined: Mon Jan 30, 2012 12:00 am

Retirement software

Post by Scarfinger »

I currently am using Boldin which was formerly NewRetirement. I like it so far. Does anyone else use any planning software?

I have 5 to 8 years until retirement but I figured this was a good place to start a post on this subject.
I am just an average Joe. I have no clue to what the market will do.
TimboSlice wrote: "People really need to stop overthinking this."
Balanced allocation
Benchmark: L-2035 Fund

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evilanne
Posts: 2157
Joined: Thu May 14, 2015 6:52 pm

Re: Retirement software

Post by evilanne »

Here is a list of various tools & calculators
https://www.early-retirement.org/thread ... st-3119467

I like this RMD calculator https://www.calculator.net/rmd-calculator.html? in trying to figure out my withdrawal and conversion plans

OleyOlson
Posts: 1
Joined: Wed Sep 09, 2026 10:38 am

Re: Retirement software

Post by OleyOlson »

I just started using Boldin. I tried to have Boldin access my TSP account information, was disappointed to learn it would only get the total account amount, it didn't divide between Roth and Traditional, to do that you need to manually enter the information. Too bad it doesn't do it for you. Means I'll have to update it like monthly or so.

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Scarfinger
Posts: 892
Joined: Mon Jan 30, 2012 12:00 am

Re: Retirement software

Post by Scarfinger »

I use Boldin and have them split apart in Boldin. I update about twice a year. I don’t use the auto-connect for any of me accounts.
I am just an average Joe. I have no clue to what the market will do.
TimboSlice wrote: "People really need to stop overthinking this."
Balanced allocation
Benchmark: L-2035 Fund

Bubba
Posts: 675
Joined: Thu Mar 05, 2020 3:40 am

Re: Retirement software

Post by Bubba »

Scarfinger wrote: Wed Sep 09, 2026 3:28 pm I use Boldin and have them split apart in Boldin. I update about twice a year. I don’t use the auto-connect for any of me accounts.
I'm about 11 to 12 years out (of early retirement). I'm thinking of looking into software like this, but is it even as useful as using something like ChatGPT or Gemini? I'm using AI right now. Thanks!

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Fund Prices2026-09-15

FundPriceDayYTD
G $20.22 0.01% 3.21%
F $20.59 -0.08% -1.38%
C $122.36 -0.43% 11.73%
S $113.50 -0.75% 13.04%
I $64.78 -0.61% 16.74%
L2075 $12.60 -0.53% 13.61%
L2070 $14.43 -0.53% 13.61%
L2065 $24.34 -0.53% 13.62%
L2060 $24.35 -0.53% 13.62%
L2055 $24.35 -0.53% 13.63%
L2050 $46.33 -0.44% 11.51%
L2045 $20.82 -0.41% 10.98%
L2040 $74.88 -0.39% 10.47%
L2035 $19.43 -0.35% 9.89%
L2030 $63.20 -0.29% 8.79%
Linc $30.97 -0.14% 5.91%

Live Charts

Pending Allocations

Under development. For now, you may view Pending Allocations by going to "fantasy TSP" and selecting "Leaderboard sort" of "Pending Allocations".