NEW Product Updates ๐Ÿ’ป

  • Easily produce customized Tax Lab reports with any mix of plans, strategies, and display options. Just choose "Generate Report" from the tools menu in Tax Lab.

  • Want to see displayed values as real or nominal, monthly or annual, rounded or unrounded by default every time you log in? You can now set your own default display options by going to "Display Settings" in "Manage Account" via your profile in the upper right corner of the screen.

  • You can also choose whether the answer to the question "How much can I spend?" is called "Spending Capacity" or "Retirement Paycheck" in this new "Display Settings" section.

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