Boldin product updates
Every improvement, fix, and new feature — as it ships.
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.
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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
- Step 1
- Step 2
- Step 3
View complete API product release notes
November 2022
- Shipped a new Scenarios page to make it easier to manage scenarios, make new ones, and designate any scenario as your baseline.
- We now store account balances so that, in the future, we can produce historical account balance charts.