Boldin product updates
Every improvement, fix, and new feature — as it ships.
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.
View complete API product release notes
March 2023
- Released the new Roth Conversion Explorer after making adjustments based on feedback from users like you.
View complete API product release notes
February 2023
- Soft-launched a revamped Roth Conversion Explorer. You now have new solving options and controls over suggested conversions, such as converting up to a tax bracket. We are continuing to expand and refine the new tool as we receive feedback.
- Gave a facelift to the Social Security Explorer and Budget Explorer.
View complete API product release notes
January 2023
- Updated our RMD calculations to reflect the new SECURE 2.0 act rules that increased the start of RMDs to ages 73 or 75, depending on when you were born.
View complete API product release notes
December 2022
- A brand new Scenario Comparisons tool is live that allows you to not only compare the optimistic, average, and pessimistic projections of one scenario but compare up to 3 different scenarios.
Let’s dive in
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