Getting The Best Price On New Retirement – 14 Day Trial And Choosing The Right Plan

Jeremy BiberdorfBy: Jeremy Biberdorf

December 24, 2023December 24, 2023

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In my NewRetirement review, we will explore this financial planning platform designed to help individuals prepare for retirement. NewRetirement offers a variety of financial planning tools that are both user-friendly and informative, aimed at ensuring you’re well-prepared for retirement, whether that’s at the average retirement age of 61 or earlier.

NewRetirement stands out with its self-directed tools and resources, making retirement planning more accessible and understandable. The platform offers both free and paid plans, catering to a wide range of financial needs and stages of life. For those seeking more comprehensive services, NewRetirement provides upgraded options such as PlannerPlus or PlannerPlus Academy.

My review aims to give you a thorough understanding of what NewRetirement has to offer and how it compares to other major players in the financial planning industry. By the end, you’ll have a clearer idea of whether NewRetirement is the right financial planning tool for you, and how you can go about getting the best price on NewRetirement.

Whether you’re just starting to think about retirement or looking to refine your existing plans, NewRetirement could be a valuable resource in your financial planning journey. Read on to find out more.
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Getting the Best Price on New Retirement

It is vital for those looking at getting the best price on NewRetirement to choose the best plan for their retirement needs. Also, you can take advantage of the 14-day trial period, to make sure it’s right for you. Here are the different tiers and associated pricing options:

Free Plan  

  • Annual Cost: $0
  • Features:
  • Customizable retirement planning
  • “What if” scenarios
  • Lifetime Income Projections
  • Tax Insights
  • Retirement readiness analysis

PlannerPlus

  • Monthly Cost: $10
  • Annual Cost: $96
  • 14-Day Free Trial: Available

For a comprehensive look into what this pricing tier offers, check out me NewRetirement PlannerPlus review

Features:

  • Enhanced “what if” scenario customization (up to 15 variables)
  • Over 100 planning inputs
  • Digital suggestions and deeper insights
  • Access to Live Q&A sessions and planning classes
  • Real-time net worth tracking via bank and investment account links
  • Monte Carlo analysis and tax planning resources
  • PlannerPlus Budgeter for detailed expense tracking

PlannerPlus Academy

  • Annual Cost: $270

Features:

  • Live monthly classes for deep financial exploration
  • Recorded classes access
  • Priority support

PlannerPlus Live

  • Annual Cost: $396

Features:

  • Includes all PlannerPlus features
  • Two 45-minute advisor planning sessions
  • Additional sessions at $150 each
  • Suited for hands-on guidance on using digital tools

Advisor Plan

  • Starting Annual Cost: $999

Features:

  • Includes PlannerPlus features
  • Two 60-minute consultations with a Certified Financial Planner
  • Email correspondence between meetings
  • Best for complex financial situations
  • Additional support available at an hourly rate

Each plan offers varying degrees of detail and support. The free version is suitable for basic retirement planning and overview. PlannerPlus provides more detailed planning tools and real-time financial tracking, suitable for those needing more precise calculations and customizations.

The PlannerPlus Academy and PlannerPlus Live offer additional educational and advisory support for those needing deeper financial insights or personal guidance. The Advisor plan is the most comprehensive, designed for complex financial situations and direct professional assistance.

NewRetirement Benefits

Now that I have explained how to get the best price on NewRetirement, let’s get into the benefits you will receive after joining the platform. Here are the benefits I find most advantageous:

  • Free Financial and Retirement Planner: Offers a comprehensive suite of tools at no cost, including a variety of features for retirement planning.
  • Affordable Pricing Plans: All plans, including premium options, are priced reasonably, making advanced features accessible without high costs.
  • No Asset Management Fees: Users don’t have to worry about additional fees for asset management, simplifying the cost structure.
  • One-on-One Zoom Sessions: Personalized guidance through Zoom meetings, enhancing the user experience with direct expert assistance.
  • No Upselling Contacts: A user-friendly approach that avoids annoying upselling through emails or phone calls.
  • Scenario Analysis: Allows users to explore various retirement scenarios, like relocating or Roth conversions, to optimize planning.
  • Real-Time Monitoring: Enables easy tracking of net worth and progress towards retirement goals.
  • Educational Resources and Support: Includes coaching, classes, and group sessions, with expanded offerings in the PlannerPlus Academy.
  • Visualizations and Analytics: Features visual tools for learning, such as Monte Carlo analysis and investment return graphics.
  • Robo-Advising: Provides personalized recommendations and highlights potential errors and optimization opportunities.
  • Various Calculators: Offers specialized calculators including a Roth Conversion Calculator and a Lifetime Annuity Calculator.
  • Chat Support: Dedicated customer service via chat and email, providing comprehensive user support.
  • Weekly Office Hours: Video sessions for user inquiries about platform navigation, enhancing understanding and ease of use.
  • Video Tutorials: A series of instructional videos to guide users through platform features, reducing the need for direct support.

New Retirement Alternatives

If you choose the best plan for your needs and take advantage of the 14-day free trial, you will ensure you are getting the best price on NewRetirement. But in order to conduct proper due diligence, you should also be aware of the alternatives in the retirement planning space.

Although it isn’t as user friendly as New Retirement, Maxifi is a notable retirement planning tool. The main focus Maxifi future income and maintaining your standard of living. If your situation calls for more complex financial calculations, Maxifi might be worth a look. My NewRetirement vs Maxifi review will breakdown where each platform stands out.

Final Thoughts

It’s clear to me that NewRetirement offers an impressive range of features for efficient retirement planning, combining affordability, user-friendliness, and comprehensive tools. From real-time monitoring and advanced scenario analysis to educational resources and dedicated support, it caters to a wide spectrum of financial planning needs.

Whether you’re starting out or refining an existing plan, NewRetirement is a valuable asset in navigating your financial future.

Interested in optimizing your retirement strategy? Click Here to discover how NewRetirement can help you achieve your financial goals.
Get Started with New Retirement

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Jeremy Biberdorf
Jeremy Biberdorf

About the Author:

Jeremy Biberdorf is the founder of Modest Money. He's a father of 2 beautiful girls, a dog owner, a long-time online entrepreneur and an investing enthusiast.

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