Comparing Boldin (formerly NewRetirement) and Alistair for Retirement Planning. See feature comparison, pricing, pros/cons, and which tool fits your needs.
Boldin is a comprehensive retirement planning platform that helps users model their retirement income, expenses, and tax strategies through detailed scenario planning.
Boldin is excellent for retirement planners who want granular control. Alistair is better for people who want instant, conversational financial guidance without data entry overhead.
| Feature | Alistair | Boldin (formerly NewRetirement) |
|---|---|---|
| Pricing | $4.99/month Pro | $120/year PlannerPlus |
| AI Execution | Full AI execution: natural language Q&A, automated calculations, personalized recommendations | Rule-based projection engine; no natural language AI interface |
| Tax Modeling | AI-powered tax analysis across federal and all 50 states; Roth conversion modeling | Strong tax modeling with state-specific rates and Roth conversion tools |
| Privacy Model | Financial data encrypted; AI can process but not retain data beyond session | Standard privacy controls; data stored for ongoing plan tracking |
| Learning Curve | Zero learning curve: ask questions in plain English. No data entry required. | Moderate: requires manual data entry across multiple fields and categories |
| Best For | People who want instant answers without building spreadsheets. Natural language interface. | Detailed retirement planners who enjoy granular control over every assumption |
Alistair Pricing
Free with 30 messages/month; Pro $4.99/month unlimited
Boldin (formerly NewRetirement) Pricing
Basic free; PlannerPlus $120/year
Ask Alistair direct financial questions in plain English. No forms, no data entry, just answers.
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