Boldin

This article describes the July 24 Release

OBBBA Tax Provisions

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

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