Boldin product updates
Every improvement, fix, and new feature — as it ships.
November 2023
- Current year model update to allow for end of year planning
View complete API product release notes
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
View complete API product release notes
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
View complete API product release notes
April 2023
- A huge month for the Planner 🎉
- We built a new algorithm in the Roth Conversion Explorer that optimizes for minimizing taxes paid during your lifetime.
- Crafted a robust IRMAA report to explain what IRMAA is, how it affects your plan, and how you can reduce it.
- Introduced Two-Factor Authentication (2FA) so you can help secure your financial data, which can be turned on in your redesigned settings page.