NEW Product Updates ๐ŸŒ—

  • Dark Mode is Here! Go to My Account > Display Settings > Themes and let us know what you think about this new option (in beta).

  • New to Tax Lab: Sort the strategies table by anything you like (tax rate, total net income, total taxes, net legacy).

  • You will now see average return stats for annuities, just like for non-annuity investment accounts.

  • Various bug fixes.

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