February 11, 2024

  • We now support inherited retirement accounts! When you add or edit a retirement account you can now indicate that it's an inherited account, answer a few questions and the unique rules will be applied. In particular, we handle Required Minimum Distributions (RMDs) properly whether the original owner of the account died before 2020 (and you can stretch out RMDs) or, if you inherited recently and fall under the "10 Year Rule."
  • Updated plan detail reports to better organize and display the information, including removing the chart/table toggle and hiding columns and sub-reports when no data.
  • Added an expand/collapse all option in the Year-at-a-Glance report.
  • Improved usability of the Full Risk Reporting configuration screen.
  • Fixed a bug with column header display in the alternative profile comparison tab.
  • Updated common and DFA assets with 2023 historical return data.