November 30, 2025
Three Tier Product Versions & 2026 Tax Updates
Introduced Basic, Advanced, and Pro versions for different user needs, plus updated tax tables for 2026.
Version 29 restructures the product into three tiers to better serve users with different needs, along with the latest tax updates.
Three Product Tiers
- Basic — streamlined for users new to financial planning
- Advanced — additional features for detailed analysis
- Pro — full suite of optimization tools and capabilities
2026 Tax Updates
- Updated federal tax brackets and rates
- New standard deduction amounts
- Revised contribution limits for retirement accounts