Retire well — before and after
Most tools stop at getting you to retirement. RetireWizer plans the whole journey — building your nest egg on the way in, and stretching it intelligently on the way through.
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Two phases, one plan
Retirement planning doesn't end when you stop working — RetireWizer covers both sides.
1. Build your pre-retirement plan
Enter your income, savings rate, and target nest egg. We calculate your personalized allocation and show exactly what you're on track for.
2. Track and grow your portfolio
Add your holdings, watch live prices, and get proactive rebalancing and contribution alerts to stay on course.
3. Plan your retirement income
Set up your withdrawal strategy, model Social Security timing, and see a year-by-year plan that keeps your money lasting as long as you do.
Built for every stage of your retirement
Pre-Retirement Strategy
Tailored stock/bond/cash allocation based on your age, income, risk tolerance, and savings goal — built to grow your nest egg on schedule.
Withdrawal Planning
Simulate how long your money lasts, optimize which accounts to draw first, and minimize lifetime taxes with Roth conversions and RMD timing.
AI-Powered Insights
Personalized guidance for every stage — rebalancing gaps before retirement, tax-efficient distribution strategies after it.
Full-Spectrum Analysis
Social Security timing, Medicare IRMAA, state tax comparison, and estate planning — the decisions that make or break retirement income.
Simple pricing
One plan, everything included.