Retirement software
Moderator: Aitrus
- Scarfinger
- Posts: 892
- Joined: Mon Jan 30, 2012 12:00 am
Retirement software
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 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.
Benchmark: L-2035 Fund
Balanced allocationTimboSlice wrote: "People really need to stop overthinking this."
Benchmark: L-2035 Fund
Re: Retirement software
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
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
Re: Retirement software
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.
- Scarfinger
- Posts: 892
- Joined: Mon Jan 30, 2012 12:00 am
Re: Retirement software
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.
Benchmark: L-2035 Fund
Balanced allocationTimboSlice wrote: "People really need to stop overthinking this."
Benchmark: L-2035 Fund
Re: Retirement software
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!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.
Fund Prices2026-09-15
| Fund | Price | Day | YTD |
| 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% |
