NewRetirement is shaping up to be an industry standard. Here are 3 tasks it does well and 1 it will not do.

Some links to share:

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The 2024 Roth Conversion Calculator, it should work on basic free level too:
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Some recent NR reviews by others:

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My DIY approach:

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Here's my standard warning: I'm not a financial planner. I'm not a professional. There are no initials after my name. So take these as entertaining ideas from an educated DIY retiree. Always do your own due diligence, and seek out a professoinal if you need one.

Follow me on X (formerly Twitter) @iwasretired.
See my Googles Site (link above) for shared links, spreadsheets, and more.

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