Get more from a financial planning tool
Act now and get 6 months of free access to a NewRetirement PlannerPlus account. (A $60 value!) Start financial planning on your terms today.
For a limited time, Thrivent is working with NewRetirement to offer you a modern, digital-first solution to financial planning.
Register for a NewRetirement account through the link below, and you’ll automatically be upgraded to a FREE PlannerPlus account and can start taking control of your financial plan, at your pace and on your terms.
Create my free account
Register for a NewRetirement account through the link below, and you’ll automatically be upgraded to a FREE PlannerPlus account and can start taking control of your financial plan, at your pace and on your terms.
Access powerful features with your NewRetirement PlannerPlus account. See where you stand financially and discover actionable insights that help you get where you want to go.
Create my free account
- Clear visuals
See helpful projections, model tax strategies and compare investments.
- Powerful insights
Identify gaps and opportunities generated by industry-leading financial planning software.
- Personalized suggestions
Get recommendations tailored to your unique situation and goals.
- On-demand help
Want additional support? Get expert guidance from a Thrivent financial advisor.
Access free financial planning software in 3 simple steps.
Create my free account
- Register: Create your account.
- Add your details: Link your financial accounts and assets.
- Start planning: Make decisions, take action and stay on track.
Take advantage of opportunities and optimizations to enhance your financial plan.
Explore how different life events or financial changes could impact your overall plan.
All your finances in one place. So you can see how everything fits together.
You might be wondering ...
Here’s a helpful list of FAQs about the limited-time offer to get free access to a NewRetirement PlannerPlus account. Find more answers about this powerful personal finance tool at newretirement.com .
What is available to me on the NewRetirement platform?
NewRetirement is a financial wellness and planning platform designed to deliver a personalized experience that helps people improve financial literacy and make good financial decisions. It provides access to:
- Financial wellness content
- Directional guidance
- Built-in digital coach
- Tools like the NewRetirement Planner and Roth Conversion Explorer
- In-depth finance classes
- Live Ask Me Anything (AMA) monthly events
How does NewRetirement ensure the security of my personal information?
NewRetirement takes your security and privacy as seriously as you do. They employ best practice security measures throughout their platform to ensure all of your information remains secure. Please review their Privacy Policy for more information.
Are there any fees associated with my NewRetirement PlannerPlus account?
If you created your NewRetirement account during a promotion, you are encouraged to continue using your free access to PlannerPlus for the remainder of the promotional term, free of charge. Upon expiration, you will have the option to continue your PlannerPlus account access at your own expense or downgrade to the basic version of NewRetirement at no additional cost.
Is financial advice included in my NewRetirement PlannerPlus account?
Through your NewRetirement Basic and PlannerPlus account, Thrivent provides direct access to their licensed financial advisors. In a 1:1 session a Thrivent financial advisor can help you review your retirement goals and, if needed, adjust your plan.
Can I integrate personal accounts within my NewRetirement PlannerPlus plan?
You can manually enter your personal account information or opt to link third-party accounts.
Can scenarios modeled in the NewRetirement platform be saved or exported for future reference?
Yes, scenario modeling is an important part of the platform that won’t affect your baseline plan. Here is a guide to get started , a video walkthrough and a list of the types of scenarios you can model.
Can I use the NewRetirement planner with a personal financial advisor I already partner with?
You are welcome to share your plan with your personal financial advisor. We make it easy for you to download and print your plan. Here is a short how-to video about how to do this.
The material presented includes information and opinions provided by a party not related to Thrivent. It has been obtained from sources deemed reliable; but no independent verification has been made, nor is its accuracy or completeness guaranteed. The opinions expressed may not necessarily represent those of Thrivent or its affiliates. They are provided solely for information purposes and are not to be construed as solicitations or offers to buy or sell any products, securities or services. Thrivent and its affiliates accept no liability for loss or damage of any kind arising from the use of this information.
NewRetirement, Inc. is not affiliated with Thrivent. All content presented in PlannerPlus is that of NewRetirement, Inc. It is deemed reliable, but no independent verification has been made, nor is its accuracy or completeness guaranteed. Concepts presented are intended for educational purposes only, and should not be considered investment advice or a recommendation of any particular security, strategy, or product. Consult your financial professionals before making any financial decisions.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional. Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Not all topics presented or discussed are offered through Thrivent or its financial advisors.
NewRetirement, Inc. is not affiliated with Thrivent. All content presented in PlannerPlus is that of NewRetirement, Inc. It is deemed reliable, but no independent verification has been made, nor is its accuracy or completeness guaranteed. Concepts presented are intended for educational purposes only, and should not be considered investment advice or a recommendation of any particular security, strategy, or product. Consult your financial professionals before making any financial decisions.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional. Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Not all topics presented or discussed are offered through Thrivent or its financial advisors.
13.47