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November 19, 2019
Explore potential opportunities before year end. The improvements described below will allow you to explore ways to potentially save money on Federal & State taxes through strategies like Roth conversions, optimizing retirement income and relocation.
PlannerPlus Inspector allows you to deep dive into all aspects of your plan — Income, Expenses, Savings, Taxes. These reports are some of the most heavily used pages by Plus users, and we are going to give each one a facelift.
Inspector > Tax is the first to be released, and with it you can see MUCH greater detail on how Federal and State taxes are being estimated.
New features include:
Check out how your taxes are being estimated from now until goal age. Find opportunities to reduce your lifetime tax burden.
All users already benefit by knowing that the NewRetirement Planner modeling covers a lot — current federal tax rates and deductions, realized gain modeling, Social Security state income tax modeling, and much more for Plus users including state income tax modeling.
With this release, we are now:
Login now to see how these changes impact your lifetime tax estimates.
Tax laws will change, and there are many exceptions to be considered. We will try to regularly enrich the calculations to get them as accurate as possible.
The planner has been updated to use the latest figures available from the federal government.
NB: The NewRetirement Planner uses inflation and medical inflation rates, appropriately, to adjust all of these figures in future years.
And as soon as the states publish their tax rate updates, we’ll be sure to update the Planner.
Login now to see how these changes impact your lifetime tax, medical expense, and Social Security income estimates.
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