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New Features
Videos and articles created to showcase our cool features and improvements as they are released.


New Feature: 2023 Roth Conversion Calculator
New Feature: Tax Cuts and Jobs Act of 2017
New Feature: Coach Reports
How to enter an Employer Match and Income Linked Contributions in My Plan
When should I retire? How can I quickly test different retirement ages?
How can I model a change to my asset allocation over time?
Do you have a suggestion or feature request that you'd like to share?