Learn More About Our Features
New Feature: Dividends
New Feature: Custom Withdrawal Order
New Feature: Financial Wellness Metrics
How to use the Roth Conversion Explorer
Video Demo: Add Phases of Expenses to your Plan
How do I Connect Financial Institutions to My Plan?
New! Insights Retirement Withdrawals Report
New to Boldin
Introduction to the Planner, along with resources for getting started
Insights Library
Reports and charts created to help you interpret your Plan
Accounts and Assets
Enter and link your accounts
Home and Real Estate
Set up your primary residence, relocations, and more
Expenses
Accurately model recurring and healthcare expenses
Income
Account for income from work, real estate rental income, annuities, pensions and windfalls
Debts
Account for non mortgage debts
Money Flows
Move money around in your plan
Roth Conversions
Enter Roth conversions and use the Roth Conversion Explorer
Planner Operations and Overview
Everything you want to know about the assumptions and operations of the Planner
Scenarios
Create and compare up to 10 scenarios in PlannerPlus
Financial Fundamentals
Articles and videos created to help you learn about various financial concepts and provide planning tips.
Estimate Social Security benefits