Product Release Notes
RELEASED - January 2019
EARLYRETIRE PRO™ 2019
New in this release:
Updates for 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 2019.
Improved Yearly Plan Detail. The reorganized Detail is easier to read and
provides more information, such as taxable social security, identification of
taxable items, total yearly expenditures, and Events listed in alphabetical
Financial Events can be set to automatically inflation-adjust with each Plan
Date update. A checkbox located in the Default Settings causes all Events
designated as Today's Dollars to be adjusted by inflation each time the Plan
Date moves forward. This adjustment more accurately maintains Event values and
consistency of your Plan as you update it over time. The
option is off by default, so visit the Events tab of the Defaults display (under
Options menu on the Planner) to turn it on.
After-Tax Assets at Death. Because of the tax liability attached to tax-deferred
assets, the after-tax value of Leftover Assets at Death can be less than the raw
balance if it includes tax-deferred assets. A new optimization setting allows
you to apply a specified tax rate to those assets so you can design your plan
based on the after-tax value of what you pass to your heirs.
A Stacked Graph is now an option on the Graph display.
An expandable Note field is available in the Client and Consultant Details.
NOTE: Yahoo! has made changes that are not compatible with EarlyRetire
Pro versions 16 or older. If you have one of these older versions, it is
necessary that you upgrade in order to continue using Monte Carlo and
Probability features that require downloaded data.