January 4, 2025
44 S Broadway, White Plains, New York, 10601
RETIREMENT TAXES

Unleash the 2024 Innovations Now – Exciting plans for 2025 revealed!

Unleash the 2024 Innovations Now – Exciting plans for 2025 revealed!

2024 was a year dedicated to empowering you to shape your financial destiny with confidence, making decisions that resonate with the life you aspire to live. Our focus was on providing innovative financial planning software that adapts to your individual requirements, offering user-friendly tools for continuous planning and meaningful progress.

As we look back on the past 12 months, let’s delve into the key milestones that defined 2024 for the Planner and what exciting prospects lie ahead in 2025!

Financial Wellness Score and Assessment on 15+ Different Metrics

  • Last summer marked the launch of a new standard for evaluating financial health. Our Financial Wellness Score assesses 15+ aspects of financial well-being, offering actionable insights tailored to your profile.
  • Identify your financial strengths and leverage them to your advantage.
  • Pinpoint areas for improvement with clear steps to enhance your financial wellness.
  • This score provides a comprehensive overview of your overall financial health, akin to a credit score but more holistic in nature.

Today and Future Dollar Toggle

  • Among the most requested features, this toggle allows you to switch between viewing projections in either future dollars or today’s dollars effortlessly.
  • By using the “Forecast” button, easily toggle between the two values to align with your preferences.

Customize Your Withdrawal Order

  • Tailor the order of accounts for withdrawals to optimize your financial strategy. You now have the flexibility to experiment with a custom withdrawal order and revert to the traditional sequence as needed.

Retirement Withdrawals Report

  • Dive deep into the details of your retirement withdrawals, examining timing, amounts, and account sources for comprehensive insights.

Better Net Worth Tracking

  • Plus users can monitor month-over-month changes in their net worth, providing a clearer picture of financial progress over time.

My Plan Scenario Summary

  • Access a streamlined snapshot of your scenario with the My Plan Summary page, allowing you to review the completeness of each topic. PlannerPlus subscribers gain access to associated milestones for their scenarios.

Daily Classes

  • Coach Nancy is now available daily (Monday through Friday) to guide you through your planning journey, offering valuable insights to maximize your financial strategy.

Evolving Support Options

  • Enhanced AI-driven support options offer quicker, more personalized responses to your queries. From the Help Center to in-app messaging, coaching, and fee-only advice, rest assured that we’re here to address your financial planning needs.

Inherited IRAs

  • For Pre and Post SECURE Act Inherited IRAs and a variety of beneficiary types, this feature simplifies the inclusion of Inherited IRAs in your financial planning.

Gender Options

  • We have expanded gender options to include Prefer Not to Answer and Nonbinary or Gender non-conforming for increased inclusivity.

Your Favorite Features

  • Celebrate the features you love most about the Boldin Planner, including its comprehensiveness, learning opportunities, scenario comparisons, forecast insights, and Roth conversions and tax tools.

Looking Ahead to 2025!

  • Get ready for exciting advancements in Roth conversions and other modeling tools, making the Planner more user-friendly and ensuring your plans stay relevant and up-to-date.

2024 was a milestone year for the Boldin Planner, and we are committed to continuous innovation to help you achieve the future you desire. Stay tuned for new releases and enhancements in 2025 to support your financial journey, no matter what life throws your way.

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