May 22, 2022

  • We updated the Lifetime Balance Sheet report to include your household’s trapped equity––how much housing plus real estate equity will be left for bequests––and your housing holding costs, that is, how much income you sacrifice in not selling these assets and investing the proceeds. Other changes to the balance sheet include:
    • Retirement Assets - Initial retirement-account assets are now displayed instead of retirement-account contributions and withdrawals.
    • Excess Asset Income - We now display income amassed when you specify a return rate on retirement accounts different from the return rate specified for regular assets.
  • Improved accessibility of comparison charts
  • Fixed an error that would occur when pressing back button from some report screens