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Retirement Planning Software

Alternatives to Boldin

Boldin helps individuals build a household financial plan around resources, values, goals, and priorities. Its Planner covers income, expenses, Social Security, benefits, taxes, real estate, and other financial details. Users can compare what-if scenarios, review projections, and stress-test plans with Monte Carlo analysis. The free Basic plan includes 100+ inputs, two interactive explorers, and up to five Boldin AI questions daily. PlannerPlus costs $144 /yr after a 14-day trial, adding account linking, tax projections, multiple scenarios, and more. It runs on Android, iOS, and the web.

  1. 01 MaxiFi

    MaxiFi suits people making long-range financial decisions about career, housing or retirement.

    From $12.42/mo Free trial Web · Windows · macOS · Linux
    9.0 Visit Specs
  2. 02 ProjectionLab

    ProjectionLab suits people planning personal finances and retirement, including those who want to model taxes, withdrawals or international scenarios.

    From $10.75/mo Free plan Web · iOS · Android · API
    9.0 Visit Specs
  3. 03 driftcurve

    It suits households exploring retirement or financial-independence scenarios who are comfortable setting up a Python-based application.

    Free plan Open source Web · API · Self-hosted
    8.8 Visit Specs
  4. 04 Flexible Retirement Planner

    It suits individuals exploring retirement assumptions and educators or trainers using it for educational purposes.

    Free plan Web · Windows · macOS · Linux
    8.8 Visit Specs
  5. 05 Retirement Budget Calculator

    It is aimed at people age 55 and older preparing for retirement, particularly current users or people working directly with Parker Financial LLC.

    From $7.92/mo Free plan Web
    8.5 Visit Specs
  6. 06 Retireator

    It suits people planning retirement drawdowns over a short or medium time horizon who want to model multiple income sources, taxes, and Social Security.

    Free plan Open source Web · Windows
    8.3 Visit Specs
  7. 07 Covisum Income InSight
    From $116.67/mo Free trial Web
    8.2 Visit Specs
  8. 08 Income Lab
    From $80/mo Free trial Web
    8.0 Visit Specs
  9. 09 IncomePro
    From $99/mo Free trial Web
    7.9 Visit Specs
  10. 10 FI Calc

    It suits people wanting browser-based retirement scenarios using long historical data and CSV export.

    Free plan Web
    7.8 Visit Specs
  11. 11 Fidelity Planning & Guidance Center

    It suits people who want to explore retirement scenarios, estimate potential income, and track multiple financial goals.

    Free plan Web
    7.8 Visit Specs
  12. 12 FIRECalc

    FIRECalc suits people evaluating early retirement and whether savings, spending, and other resources can maintain their lifestyle.

    Free plan Web
    7.8 Visit Specs
  13. 13 RetireePlan

    It is aimed at individual investors planning retirement in Canada, especially those who want to compare scenarios and model Canadian taxes.

    Free plan Web · Windows · macOS · Linux
    7.8 Visit Specs
  14. 14 RetireSecure

    It suits experienced investors, particularly UK investors comparing drawdown with secure income approaches.

    Free plan Web
    7.8 Visit Specs
  15. 15 RetirementView
    From $74.92/mo Free trial Windows · macOS
    7.6 Visit Specs
  16. 16 SquirrelPlan

    It suits people who want to model savings, income, withdrawals and retirement assumptions in a browser.

    Free plan Web · Self-hosted
    7.6 Visit Specs
  17. 17 Scenarios

    It suits individuals exploring retirement outcomes and how assumptions affect longer-term financial projections.

    From £6/mo Free plan Web
    7.5 Visit Specs
  18. 18 Income Solver
    Free trial Web
    7.4 Visit Specs
  19. 19 MoneyHelper Retirement Budget Planner

    It suits people estimating retirement spending and the income they may need using a browser.

    Free plan Web
    7.4 Visit Specs
  20. 20 Moneysmart Retirement Planner
    Free plan Web
    7.4 Visit Specs
  21. 21 RetireGolden

    RetireGolden suits people comparing retirement scenarios who want browser-based projections without accounts or server storage.

    Free plan Web
    7.2 Visit Specs
  22. 22 The Complete Retirement Planner
    Windows · macOS
    7.2 Visit Specs
  23. 23 WealthTrace
    From $19.08/mo Free trial Web
    7.2 Visit Specs
  24. 24 Retiris
    Free plan Web
    6.9 Visit Specs
  25. 25 T. Rowe Price Retirement Income Calculator
    Web
    6.7 Visit Specs

Choosing instead of Boldin

Another product may suit you better if you advise clients, need investing or cash-management services, want a dedicated risk questionnaire, or require international tax presets. Boldin's linked accounts do not capture cost basis, allocations, or transactions, so those details require manual entry; synchronization is read-only. Compare whether you need personal planning or a client workflow, broad household modeling or a narrower specialty, direct account connections, collaboration tools, specific tax and benefits calculations, and a price and platform combination that fits your situation.

Boldin, head to head