Release Date: July 29th, 2025 Version: 2025.1.1
🐞 Bug Fixes
- Manually-entered holdings are updating again
- New standard deduction bonus for those over age 65 had a miscalculation
- Wrong owner was sometimes assigned to accounts for purposes of contribution start and end ages
- Incorrect Owner was displayed
Release Date: July 14th, 2025 Version: 2025.1
🖥️ User Interface
- More intuitive layout
- Approximately 10x faster navigation
- More mobile-friendly
🛡️ Security
- Two-Factor Authentication (2FA) now available
💰 Cash Flows
- Individual version users can model annuities
- Apply Qualified Charitable Deductions (QCDs)
- Enter cost basis for Cash Inflows such as a home sale
📄 Taxes
- New York state $20K retirement income exclusion
- Model Qualified Charitable Deductions (QCDs)
- Federal tax brackets will not revert to pre-2017 brackets due to new tax law
- New standard deductions added including the extra deduction for those 65 and older
📊 Scenarios
- Run multiple Roth conversion scenarios simultaneously
- View projected conversions by account
- Convert up to 35% federal tax bracket
📈 Cash Flow Projections
- Filter which columns to view
📋 Report
- More modern reports with updated styles