New
- Tax Detail Report - See additional detail about the numbers underlying our tax calculations in each year of the plan.
Improved
- Improve navigation within family data area to highlight adult and household overview pages and reduce visual clutter
- Add FAQ about how to model paying off mortgage early
- Add time-based distribution comparison chart to Risk Analysis overview report
Fixed
- Alternative profiles end up in wrong order when duplicating client data (PRO)
- Spousal benefit filing date is shown even though there are no actual spousal benefits when there are mother/father benefits
- Unrealized capital gains handling in Monte Carlo incorrect
- Logic for displaying whether Social Security was maximized is flipped in PDF