Boldin

This article describes the July 24 Release

OBBBA Tax Provisions and Removal of the Change to 2017 Tax Rates Toggle

This article describes the Market Risk Explorer.

New Feature: Market Risk Explorer

This article describes the key updates to our Monte Carlo simulation on July 2, 2025.

FAQ on Monte Carlo Updates

Feature Enhancement: new overview page

Learn more about our Better Rates feature enhancement

Feature Enhancement: Better Rates

Feature Enhancement: scenario summary of changes

Feature Enhancement: Convert to your own Roth

Learn more about our enhancement which allows you to optimize Roth conversions based upon converting to your own Roth account.

Feature Enhancement: Roth Explorer convert to your own Roth

Feature Enhancement: change the percentage of excess income saved

This article describes the Inherited IRA feature, beneficiary types, and distribution rules

New Feature: Inherited IRA

This article describes the Required Distributions Report

New Feature: Required Distribution Report

This article describes the enhancements to the Overview and Net Worth presentation

Feature Enhancement: Net Worth

This article describes the computation for each metric

New Feature: Financial Wellness Metrics

This article describes the update to our top navigation bar placement of the Scenario toggle

Feature Enhancement: Scenario Discoverability

This article describes the dividend feature in the Boldin platform

New Feature: Dividends

This article describes how the report provides insights into your retirement withdrawals

New Feature: Insights Retirement Withdrawals Report

This article describes the functionality of Planner in representing today's and future values.

New Feature: Today's/Future Dollars Toggle

This article describes the Custom withdrawal order feature

New Feature: Custom withdrawal order

Nancy Gates

Michael Pappis

This collection highlights features and feature enhancements as they are released

New Features, Enhancements and Beta Testing Program

This article describes how to opt in to Boldin's beta program

How do I opt in to Boldin's beta program?

Learn more about new features and feature enhancements and provide feedback to the Boldin team

Beta Program

Home

Dashboard

My Plan

Contact

Policies

Back to Planner

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.