Boldin
Under review· 1Retirement planning software with tax optimization, Monte Carlo simulations, and AI guidance.
Boldin has 3 plans: a free plan and paid plans from $12/month. We last read its pricing page on 2 October 2026. We have not recorded a price change.
Boldin plans and prices
Basic
$0
- Build a personalized plan
- Get reliable planning answers
- Try 'what if' scenarios
- Comprehensive inputs — 100+
- Adjustable plan assumptions
- Withdrawal strategy
- Real estate modeling
- Healthcare cost estimates
Show all 18 featuresShow fewer
- Detailed future budgeting
- Retirement income planning
- Instant feedback
- Run scenarios
- Interactive explorers — 2
- Insightful charts — 10+
- Print reports or export data
- Weekly planning newsletter
- Planner demos
- Intro to Financial Planning Course
PlannerPlus
monthly$12/mo
- yearly$12/mobilled annually ($144/yr)
- Unlimited Boldin AI
- Monte Carlo analysis
- State & federal tax projections
- Roth conversion explorer
Boldin Advisors
custom$3,200
$3,200 flat fee
- CFP professional plan checkup
- Portfolio analysis
- Withdrawal strategies
Price history
Last 1 recorded changes
| Date | Plan | Change | Old | New | Δ% |
|---|---|---|---|---|---|
| Aug 4, 2026 | Boldin Advisors | Reclassified | $3,200 | — | — |
Other Finance & Accounting products
No confirmed alternatives yet.