New
We've made additional updates to reflect changes that were introduced by Secure Act 2.0.
You can now illustrate savings into a Roth SEP IRA, Roth SIMPLE IRA, and Roth Solo 401(k).
The Roth SEP and Roth SIMPLE investment account types can be added as part of your clients net worth.
You can specify the percentage of your clients employer match that will be deposited into the designated Roth account using the new '% of match to Roth' variable.
To learn more about all of the SECURE 2.0-related changes visit the Help Center.