October 18, 2022

The following issues have been fixed:

  • The Lifetime Balance Sheet could be out of balance if real estate was purchased in the current year.
  • A series of special withdrawals from Roth accounts could delay the start of smooth withdrawals from the non-Roth accounts.
  • Full Risk Investing and Upside Investing Reports:
    • Settings for relative or survivor change in standard of living were not always reflected in the living standard results.
    • The percentage of non-annuitized assets to be spent was not respected in all years in some cases.
  • Year-end Reserve Fund balance is now included in the Net Worth reports.