Boldin product updates
Every improvement, fix, and new feature — as it ships.
October
- We have added a dividend feature for qualified dividends in after-tax accounts. This improves the tax accuracy of plan projections.
View complete API product release notes
September
- We have added an Insights Retirement Withdrawals Report
- We have added a Custom Withdrawal Order feature
- We have resolved a charting bug related to Deductible Disbursements
View complete API product release notes
August
- We have add an Average Retirement Withdrawal Rate metric to the Financial Wellness Dashboard
- We have added one page My Plan Summary which allows you to view your plan progress, components, and milestones all in one page
- We have added enhancements to the Planner’s navigation in order to facilitate adjustments to assumptions, rates, and scenario specific items such as the budgeter, withdrawal strategy, and retirement date
View complete API product release notes
July
- We have added Financial Wellness Metrics
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June
- We have added two additional options to Gender: Prefer Not to Answer and Nonbinary or Gender non-conforming
- We have added a Today’s/Future dollars toggle to your Plan Assumptions
- We have updated the standalone Roth Conversion Calculator with tax information for 2024. This update includes adding the Standard Deduction for age 65 and a 2.5 inflationary factor to tax brackets and IRMAA thresholds.