About Us

Since 2008, we have provided online retirement solution platform MyPlanIQ.com for individuas and financial professionals.Tens of thousands of subscribers have embraced MyPlanIQ, leveraging it for their retirement plan investments and comprehensive retirement planning needs. 

At MyPlanIQ, we’re dedicated to empowering individuals with the knowledge and tools they need to navigate the complex world of retirement planning, 401(k) strategies, and long-term wealth building. Our founders are proud baby boomers with extensive experience in the tech industry. We are passionate to provide knowledge, information, and tools to help in retirement planning, investments and education.

Our Mission: We understand that planning for retirement can be overwhelming, especially in today’s ever-changing financial landscape. That’s why we’ve made it our mission to simplify the process and equip you with comprehensive resources that enable informed decisions. Whether you’re a novice investor or a seasoned pro, MyPlanIQ offers a wealth of information that covers a wide spectrum of topics, including retirement 401(k) plans, asset allocation portfolios, income investments, savings strategies, in-depth research on ETFs and mutual funds, market analysis, and personal finance insights.

What Sets Us Apart:

  1. Expertise Meets Technology: Our founders, who are baby boomers with a rich background in the tech industry, bring a unique blend of skills to the table. We’ve harnessed the power of technology to provide you with cutting-edge tools and analysis, ensuring that your retirement planning is backed by data-driven insights.
  2. Comprehensive Database: At MyPlanIQ, we proudly host one of the most comprehensive databases of 401(k), 403(b), and 529 college savings plans. We provide various insights, research, and data analytics on these plans, giving you an unparalleled advantage in making informed choices.
  3. Free and Premium Subscriptions: We believe in democratizing financial knowledge, which is why we offer both free and premium subscription tiers. Our free membership provides you with a regular newsletters on topics such as retirement planning, investments and personal finance. Our premium subscription provides meticulously crafted investment asset allocation model portfolios that are based on sound investment strategies and can be customized to your personal risk profile. These investment model portfolios can be just for a specific 401(k) plan or a general brokerage ETF or mutual fund based taxable or IRA account. The premium service provides regular rebalance updates, in addition to other premium income investments and financial contents.

Unlock Your Retirement Potential: Join us on this journey towards a secure and fulfilling retirement. Whether you’re looking to optimize your 401(k) plan, educate yourself on better personal finance and financial planning, explore income-generating investments, or develop a personalized asset allocation strategy, MyPlanIQ is your trusted partner every step of the way.