A summary of all the cool features and improvements our team has been hard at work on.
Monte Carlo (Beta) – 1,000 simulations – running on AWS Lamba so we can scale this
Social Security – automatically adjust benefit based on claiming date
Services API architecture updated and moved to Rails
We started making Product Tours – still in progress and we’re adding videos
Account Aggregation – you can now link your accounts so that your plan will be kept up to date.
- Assets (Bank, Brokerage, 401K, etc) and
- Debts (Mortgage, Credit Cards, etc)
PlannerPlus Live – aka dedicated coaching support for your Plan
Google Authentication for Login (including underlying data/authentication model)
Migrated to modern WordPress & updated theme.
Site speed improvements
Improved one time financial event handling for RMDs (Required Minimum Distributions) and Charting
Completed porting the entire Planner to React.
Improved tax modeling for one time taxable events.
Tax modeling improvements – cap gains, investment income, inherited IRAs, state tax tuning.
Implemented state specific income tax rules.
RMD modeling updated for spouses > 10 years younger.
Add Federal tax only for pensions & annuities.
Add FICA and Medicare/SDI tax modeling.
Optimize Withdrawals 1.0 – new disbursement controls for Inherited IRAs, charitable giving, etc,
Improve home equity modeling
Allow users to specify tax treatment on investment accounts
Cloud migration – all on AWS (Amazon Web Services)