Boldin product updates
Every improvement, fix, and new feature — as it ships.
December
- Current year year model update to allow for end of year planning: follow ons and bug fixes
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November 2023
- Current year model update to allow for end of year planning
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October 2023
- Introduced a new rule-based Roth Conversion Optimizer algorithm variant to limit annual conversions by IRMAA income bracket in order to minimize or eliminate IRMAA premiums
- Updated IRMAA income limits and associated PartB/PartD costs to the new 2024 values
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September 2023
- New printable report
- Courses accessible to all PlannerPlus subscribers
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May 2023
- Added New Mexico state rules for calculating taxable social security benefits
- Michigan state flat tax rate updated from 4.25% down to 4.05% for 2023