Retirement Calculator and Retirement Planning
Every month thousands of users are creating and managing their own plans to make the most of their money and time.
Our mission at NewRetirement is to help anyone achieve secure lifetime income & healthcare by finding opportunities across income, taxes, healthcare and investments.
Retirement is the #1 financial worry. Everyone wants to know “Do I have enough? How much do I need?” We help you optimally use your resources to generate retirement income and security.
PlannerPlus members find ways to guarantee lifetime income and maximize their estate.

Many customers use our free or low cost software, but we also offer on demand support from expert fiduciary financial advisors.

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19 Powerful Insights Gained by Creating a Retirement Plan
Recently on the NewRetirement Facebook group, we asked, “What is one insight you gained by going through the process of creating a retirement plan?” It is clear from the responses that creating a plan can create wealth, security, fewer taxes, an earlier retirement, and much more. The insights are varied and reflect the fact that…

Pros and Cons of ETFs: Are Exchange Traded Funds a Good Retirement Investment?
If you do not know about Exchange Traded Funds (ETFs)… it may be well worth your while to learn about them. There are many compelling pros and cons of ETFs as a retirement investment. ETFs have become a very popular investment vehicle and they can be a good place for retirement savings. In a nutshell,…

Medicare Surcharges (IRMAA): How the Wealthier Pay MORE for Coverage
If you have enough wealth, your Medicare costs — specifically your premiums — might be more than you had bargained for. Not everyone knows this, but there are Medicare surcharges (officially called Income Related Monthly Adjustment Amount, or IRMAA) that correspond to income brackets. These additional costs can really add up. It is the highest-earning…