March 10, 2019


  • Tax Detail Report - See additional detail about the numbers underlying our tax calculations in each year of the plan.


  • 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


  • 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