Release Notes

Release Notes

A summary of all the cool features and improvements our team has been hard at work on.

Planner Release Notes: April, 2020

Google Authentication for Login (including underlying data/authentication model)

Migrated to modern WordPress & updated theme.

Site speed improvements

Improved one time financial event handling for RMDs (Required Minimum Distributions) and Charting

Planner Release Notes: March, 2020

Completed porting the entire Planner to React.

Improved tax modeling for one time taxable events.

Tax modeling improvements – cap gains, investment income, inherited IRAs, state tax tuning.

Implemented state specific income tax rules.

RMD modeling updated for spouses > 10 years younger.

Add Federal tax only for pensions & annuities.

Add FICA and Medicare/SDI tax modeling.

Planner Release Notes: February, 2020

Optimize Withdrawals 1.0 – new disbursement controls for Inherited IRAs, charitable giving, etc,

Improve home equity modeling

Improve navigation

Planner Release Notes: January, 2020

Withdrawals 1.0

Allow users to specify tax treatment on investment accounts

Cloud migration – all on AWS (Amazon Web Services)