April 14, 2019


  • 529 Education Savings Plans are now supported
  • Added Index of Expected Lifetime Utility report to Living Standard Monte Carlo Risk Analysis


  • Added detail about total number of trajectories in Risk Analysis failure messages
  • Added Per-Adult Living Standard to drop down in report Compare tabs
  • Changed maximized plan to default to no spending reduction limit
  • Added tax settings for partnered families to indicate share of regular assets owned by each partner and share of
    tax-deductible housing expenses paid by each partner
  • Added Downside Analysis section on Risk Analysis overview report


  • Override flag did not appear in left-hand navigation of alternative profile for overridden Social Security dates
  • Tax Detail report was not showing data after year first spouse died