PlanMode: Retirement Planner

This version includes the new Custom Planning Tools along with the following modifications – 1. Custom Planning Tools (new) – a collection of planning utilities for some of our most-requested planning abilities. These efficient tools provide stand-alone as well as fully-integrated what-if analysis and automated result comparison for several scenarios including: a. IRA Roth conversion analysis b. Maximizing Social Security benefit c. Analyzing your choices of the age to retire d. Comparing long term impact of a lumpsum payment versus an annuity e. Comparing a taxable investment with a tax-free investment f. Will owning a home works better then renting one 2. Expanded retirement planning, including: a. Choice of entering a traditional IRA or Roth IRA (new) b. Option to automatically compute future IRA withdrawals as a percentage of living expenses (new) c. Auto compute Required Minimum Distribution – RMA (new) 3. USA income tax update. Implemented One Big Beautiful Bill (OBBB) provisions and other tax modifications – a. Seniors’ add-on deduction and limitations (new) b. State And Local Tax (SALT) deduction and limitations (new) c. Medicare Premium auto computation with Roth income exclusion (new) 4. Report displays enhancement (new): Projected financial reports can now be seamlessly scrolled across the entire planning horizon 5. Quick help icons added to select menu and input items (new) 6. Several minor enhancements