July 30, 2023

  • All states with income tax updated through 2022 tax year.
  • AZ state tax - Updated brackets to 2.5% flat tax effective 2023.
  • MA state tax - Added new tax for high earners effective 2023.
  • PA state tax - All retirement income at age 60 or later is assumed to be non-taxable.
  • 2022 returns added to Dimensional Funds and Core Asset Classes for Monte Carlo.