What’s New? Recent Enhancements to the NewRetirement Planner

At NewRetirement, we are committed to providing you with tools and services to achieve a more secure future.

We listen to every suggestion and try hard to prioritize what is most important. Recent improvements have included:

1. Introduction of Online Courses Starting with: Build Your NewRetirement Plan

Learn how to create an accurate plan, gain insight into whether our resources align with your retirement dreams, and get ideas for how you can do better.

The 8-week course will begin on Jan. 11, 2022, and will be offered on Tuesdays at 1 pm Eastern and 7 pm Eastern. Or, watch recordings at your leisure.

Sign up now…

You can now model a change to your future rates of return for each investment account. This gives you better visibility into future wealth if you plan to decrease (or increase) your investment risk.

Try it now…

You had been waiting for this. All dates in the NewRetirement Planner can now be specified by month. This is a significant enhancement. Your outcomes may be different and your plans will be more accurate.

See how your plan changes when you specify months.

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Have you checked out the Help Center the NewRetirement Planner? You will find FAQs, guides, and video tutorials for how to do things in the Planner, and a new video series covering financial fundamentals.

Check out the Help Center…

Now, in addition to 1) using the Roth Conversion Explorer and/or 2) modeling Roth conversions in money flows, you can also make fast edits to your documented Roth conversion amounts and immediately review taxable income charts.

Try the Roth Conversion Explorer…
Model or update conversions with Money Flows…

Get more control over how your money is modeled by excluding any specific account from drawdowns to cover expenses.

The Planner defaults to taking first from income, followed by tapping accounts in this order: taxable savings, tax-deferred accounts, Roths, then HSAs.

You can now exclude specific accounts from withdrawals. (And, use “Money Flows” to direct money to a specific expense.) It also excludes the account from RMDs and consideration in the Roth Conversion Explorer.

Log in now to model excluding accounts…

For people who want clarity about their choices today and their financial security tomorrow, NewRetirement is a financial planning platform that gives people the ability to discover, design and manage personalized paths to a secure future.

Our goal is to make high quality low cost financial guidance available to everyone. More than 155,000 people representing more than $168 Billion in wealth currently trust the system to make the most of their money and time. The platform can be co-branded or white labeled for partners. Additionally, the company provides API access to companies who wish to embed planning functionality within their own site.