Boldin product updates
Every improvement, fix, and new feature — as it ships.
June 2020
- 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)
May 2020
- PlannerPlus Live – aka dedicated coaching support for your Plan
April 2020
- 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
March 2020
- 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.
February 2020
- Optimize Withdrawals 1.0 – new disbursement controls for Inherited IRAs, charitable giving, etc,
- Improve home equity modeling
- Improve navigation