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
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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 Prices2025-07-14
Fund | Price | Day | YTD |
G | $19.20 | 0.04% | 2.39% |
F | $20.09 | -0.03% | 3.16% |
C | $99.72 | 0.14% | 7.31% |
S | $94.32 | 0.80% | 4.62% |
I | $49.62 | -0.10% | 18.43% |
L2075 | $10.08 | 0.14% | 0.78% |
L2070 | $11.54 | 0.14% | 10.76% |
L2065 | $19.47 | 0.14% | 10.74% |
L2060 | $19.47 | 0.14% | 10.74% |
L2055 | $19.47 | 0.14% | 10.74% |
L2050 | $38.20 | 0.12% | 9.46% |
L2045 | $17.31 | 0.11% | 9.06% |
L2040 | $62.79 | 0.11% | 8.66% |
L2035 | $16.45 | 0.10% | 8.18% |
L2030 | $54.33 | 0.10% | 7.69% |
Linc | $28.04 | 0.06% | 4.85% |