April 12, 2020


  • You can now run a Comparison Plan of two alternative profiles!
  • We now provide more specific detail of the problem(s) and steps to correct if Disability Benefit entry is blocked.
  • You can now set extremely low safe return rates in order to model significant economic downturn.
  • We've removed "Match inflation" as an option for annuity Growth Rate as these types of annuities are now difficult or impossible to buy.


  • Applying maximized Social Security dates to an alternative profile resulted in an "override" flag in the navigation bar even if no dates had changed.
  • An error would sometimes occur while trying to to add Social Security benefits for a deceased spouse.
  • An error would sometimes occur when editing a Retirement Account that had different contributions in a past maximization report.