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.
Retirement software
Moderator: Aitrus
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Scarfinger
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Retirement software
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
Fund Prices2026-06-05
| Fund | Price | Day | YTD |
| G | $19.95 | 0.01% | 1.86% |
| F | $20.87 | -0.42% | -0.05% |
| C | $118.74 | -2.63% | 8.43% |
| S | $111.79 | -3.30% | 11.33% |
| I | $62.42 | -3.53% | 12.49% |
| L2075 | $12.22 | -3.01% | 10.20% |
| L2070 | $13.99 | -3.00% | 10.20% |
| L2065 | $23.61 | -3.00% | 10.20% |
| L2060 | $23.61 | -3.00% | 10.20% |
| L2055 | $23.62 | -3.00% | 10.20% |
| L2050 | $45.14 | -2.51% | 8.63% |
| L2045 | $20.30 | -2.36% | 8.21% |
| L2040 | $73.07 | -2.20% | 7.80% |
| L2035 | $18.97 | -2.02% | 7.33% |
| L2030 | $61.83 | -1.70% | 6.42% |
| Linc | $30.45 | -0.86% | 4.13% |