Boldin product updates
Every improvement, fix, and new feature — as it ships.
April
- Update Social Security estimates with 2024 data
- Create a page for all connections to enhance the account linking experience
View complete API product release notes
March
- Allow users to automatically apply the Roth Conversion Explorer suggestions to their plan
- Update Roth Conversion Explorer to suggest conversions in 2024
- Estimate IRMAA when a user chooses to itemize Medicare Expenses
- Include IRMAA in Estimated Expenses chart and CSV
View complete API product release notes
February
- Update state income tax information for 2024
- Add auto escalation to dollar amount contributions
- Add tiered employer match
- Add start/end date selection enhancements to support current year modeling
- Include all (past, present and future) one time events (One Time Expenses, Disbursements, Transfers and Roth Conversions etc.) in the current year calculations
View complete API product release notes
January
- Add new account linking providers and restore connection to Fidelity and TSP
- Update Federal income tax information for 2024
- Add non elective contributions
- Add employer match to HSA accounts
- Add contribution limits
- Increase the default long-term care expense
- Update Retirement Readiness and Account Types courses
View complete API product release notes
December
- Current year year model update to allow for end of year planning: follow ons and bug fixes