Solutions

Retirement Accounts

401(k), IRA, Roth — track your future in real time.

Connect your retirement accounts from Fidelity, Vanguard, Schwab, TIAA, and more. NowCast tracks balances, contributions, employer matches, vesting schedules, and target-date fund performance — all in one place.

Key Benefits

Contribution Tracking

Monitor your contributions vs IRS limits across all retirement account types.

Employer Match Visibility

See your employer match status and how much free money you're capturing (or leaving behind).

Vesting Schedules

Track vesting timelines for employer contributions, RSUs, and stock options.

Retirement Projections

Model your retirement readiness based on current savings rate, returns, and target age.

Fund Analysis

Compare expense ratios, performance, and allocation across your retirement fund options.

RMD Planning

For those approaching retirement — track Required Minimum Distribution schedules and amounts.

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