Product Release Notes
RELEASED - December 2014
EARLYRETIRE PRO™ 2015
New in this release:
- All Social Security Financial Events created by the Social Security
Wizard are now accurately taxed as social security benefits instead of
optionally taxable ordinary income. In addition, the social security filing
strategy created by the Wizard is now saved in your plan file and included
on the report.
- The Graph now has an Income tab that graphically breaks out the separate
income components during post-retirement, including distributions, Financial
Events, social security, and taxes.
- Data entry consolidations on displays eliminate ambiguities and
conflicts, and make data maintenance more intuitive. The Interview is now an
extension of the Planner, where key variables are maintained, rather than an
optional method of entry. Beginning Asset values, Tax Status and Tax Rates
are now only editable in the Interview. Social Security Start Age and Income
are now maintained by the Social Security Wizard. The Make Current button
has also been eliminated; your Plan is made current every time you make
changes to your assets in the Interview.