Product Release Notes
RELEASED - January 2017
EARLYRETIRE PRO™ 2017
New in this release:
- NOTE: Yahoo! has made changes to their website that are not
compatible with previous versions of EarlyRetire Pro. These changes are beyond
our control and were made after the release of version 2017. Normally, we can
make adjustments to data files in cases like this that fix all previous versions, however
Yahoo!'s most recent changes have made it impossible for us to fix previous versions. It
is therefore necessary that you upgrade to version 2017 in order to continue
Monte Carlo and Probability features that require downloaded data. We apologize for this
situation and remind you we cannot guarantee third-party services.
- Updates to Medicare premiums and ACA
thresholds: Medicare Part B and D premiums and parameters for
Affordable Care Act tax credit eligibility and amounts are updated for 2017.
- Big improvements to the Social Security Calculator for clarity and
accuracy, including existing spousal benefits and intent-to-file options.
- Planner Simplification: Rarely
used fields and controls are now excluded from the Planner by default unless "Enable
Advanced Features" is checked under the Options menu (automatically enabled
for legacy plans or you can enable them). The Pre-Retirement section will
close when deactivated or when the Retirement Age is reached.
- Data integration with
ROR Pro™ and
Planning Suite™ lets you share data with our investment analysis and
performance reporting software.
- Events now include spouse age. Other minor fixes throughout.