Advisors can now have a default 'Income Path' (Age-Based, Flat) for any new household plans they create. Learn More
Along with actuarially based plan lengths, plans can now have completely customized longevity assumptions for both clients in a joint plan and for the client in a single plan. Learn More
Advisors can now fine-tune which expenses are funded from the portfolio in the "pre-retirement" period before the income plan begins. Learn More
Users can now include a plan for Social Security benefits to be cut in the future. This will help advisors evaluate how to 'self-insure' for benefit cuts. Learn More