Boldin product updates
Every improvement, fix, and new feature — as it ships.
May
- We have added 403b, 457b, Roth 401k, Roth 403b, and Roth 457b accounts. This update enables more accurate tax projections and contribution limits. For example, the Planner now allows the annual aggregate contribution limit on 401k or 403b and 457b accounts.
View complete API product release notes
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