March 26, 2025
Dividend Reinvestment & Roth Conversion Tools
Added dividend reinvestment modeling, Roth conversion tax bracket visualizations, and faster Monte Carlo simulations.
Version 26 introduces powerful new features for investment management, Roth conversion planning, and faster simulations.
Dividend Reinvestment
- Option to automatically reinvest dividends
- More accurate portfolio growth modeling
- Proper compounding within projections
Roth Conversion Visualizations
- Cash available at different marginal tax brackets
- Visualize optimal conversion amounts
- Make informed Roth conversion decisions
Performance & Flexibility
- Faster Monte Carlo simulations
- Non-standard withdrawal order support
- Customize which accounts to draw from first