June 30, 2024

  • The Maximized Plan report now includes a chart comparing annual household Social Security benefit amounts between the base plan and the maximized plan.
  • Improved the wording of the Maximized Plan overview to indicate the specific changes that improved discretionary spending.
  • Long term capital gains tax percentage for regular assets (if set) would affect the tax percentage of any Reserve Funds. This has been fixed.
  • Some labels related to inherited IRAs would not display the account owner's name, displaying a blank instead. This has been fixed.
  • "Reset to Default" for investment strategies for the "Risky" and "Safe" profiles in Full Risk Investing reset to the strategy used on the Base Profile, which is technically correct, but somewhat unexpected. We've removed the option to Reset to Default.