Killion vs NewRetirement: the name changed, the tax engine did not

NewRetirement is Boldin. The query still exists, so this page exists. The product you would actually compare is Boldin PlannerPlus versus Killion’s simulator.

At a glance

Killion 1,000-path Monte Carlo projection with a probability of success
Killion's 1,000-path projection — the same engine the public demo runs. Account linking is the other half of the argument: read-only brokerage sync means the plan updates when the holdings do, which is the capability review-site roundups call "retirement planning software with account linking."
Killion wordmark
Killion
NewRetirement (now Boldin) wordmark
NewRetirement (now Boldin)

Killion is planning and simulation software with read-only account linking. NewRetirement (now Boldin) is described below in its own terms. Where a figure is quoted it comes from the vendor's published pricing and was checked on the date shown.

 KillionNewRetirement (now Boldin)
Individual price$14/mo, or $11/mo billed annually ($132/yr). Max tier $24/mo or $19/mo annually.Free tier available. PlannerPlus $144/yr for new subscribers ($12/mo billed annually); existing subscribers stay at $120/yr.
Free entry pointLive no-signup Monte Carlo demo on a fictional household, plus a 5-day free trial of the full product. Card required for the trial; no charge until it ends.Free plan with a reduced feature set.
Tax modelingNot modelled today. Killion projects pre-tax outcomes and states so; tax-aware withdrawal sequencing is not implemented.Roth conversion modeling, tax-bracket and IRMAA-aware planning — the same engine as Boldin.
Monte Carlo1,000-path regime-switching Monte Carlo with fixed seeds, so a run reproduces.Monte Carlo with assumption sets.
AdviceNone. Killion is software; it is not a registered investment adviser.Sells access to human advisers.

NewRetirement (now Boldin) details checked on against the Boldin pricing page (NewRetirement’s successor). Vendors change prices; verify before deciding.

The rename

NewRetirement rebranded to Boldin. Pricing, tax modeling and adviser access live on Boldin’s site. This page exists because “Killion vs NewRetirement” is still a typed query. The full current table is Killion vs Boldin.

If you have a NewRetirement login, you have a Boldin login. Nothing about the tax engine changed because of the URL you typed today.

Which one to choose

Choose Killion if

  • You searched NewRetirement and wanted a simulator with a public methodology, not a tax engine.
  • You want read-only brokerage linking and a no-signup demo.

Choose NewRetirement (now Boldin) if

  • Roth conversions, Social Security timing or IRMAA are the live decisions.
  • You want the current Boldin product under the old name.

More comparisons

Frequently asked questions

Is NewRetirement the same as Boldin?
Yes. NewRetirement rebranded to Boldin. Pricing on 28 August 2026 is published on Boldin’s retirement pricing page: PlannerPlus $144/yr for new subscribers.
Should I read the Boldin comparison instead?
Yes, if you want the current product name on every row. This page is the leftover query.
Try the live demoStart a 5-day free trial