I’ll check out Fidelity. Thank you.We haven't tried Boldin.
We have used a financial planners but found that most focus on wealth accumulation versus wealth de-accumulation.
So, right now we use DIY, Fidelity retirement planner (limited) and Pralana. All give us about the same answer but in different ways.
Fidelity can't handle Roth Conversation, which Pralana can. And Pralana has more knobs than Fidelity to turn so .... And the DIY approach provide a more complicated back of the envelope answer.
All three are within 5% of one another, which we consider to be good since we can predict the outyears.
Statistics: Posted by RonSmith — Mon Dec 22, 2025 6:18 am — Replies 40 — Views 2058