What’s New
- No product enhancements included in this release
What’s Changed
- All platform calculations updated to the most recent tax and retirement figures available for 2023
- Updated Social Security, Qualified Plan Limits, and Estate Tax Exclusions for 2023
- Updated calculations and reports for RMD changes included in the Secure 2.0 Act of 2022
- Updated Inheritance Tax and Estate Tax calculations for all applicable states
What’s Fixed
- No bug fixes reported in this release