January 8, 2023

  • Semi-annual update to default inflation and nominal interest rates.
  • Error message for "standard of living below limit" has been improved to provide guidance in these situations.
  • We now detect, and prevent reports from running, when a Retirement Year is in the past and is not consistent with entered earnings because earnings extend beyond that year.
  • New Jersey taxes - add support for pension exclusion when total income exceeds $100K.
  • Comparison Reports with differing inflation rates - Social Security benefits in the compared profile may be adjusted into the base profile's dollars depending on the timing of the person's indexing year (age 60).