May 4, 2020


  • In certain cases with contingency changes, life insurance within Maximized Plans was calculated differently than Base Plans, this is now fixed.
  • An issue was fixed where, in certain cases, during years when Required Minimum Distributions for non-Roth accounts was greater than the smooth withdrawal for the year, a Roth withdrawal was also included.
  • Calculation of Arizona adjusted income has been changed to ensure the threshold for filing is being correctly determined.