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.