It has been almost 6 months since our last update. We took a hiatus in trying to understand the financial needs of hard-working adults, especially in the age where the landscape of the job market is tremendously impacted by the advance of Artificial Intelligence (AI).
Retirement savings projections now include Required Minimum Distribution (RMD) support. RMD is governed by Internal Revenue Service Publication 590-B. This update helps you see the annual withdrawal amount your retirement accounts may require after age 72, 73, or 75, making long-term planning more realistic and less guesswork.
Whether you model a traditional IRA, 401(k), or other qualified account, the new logic shows how RMDs can affect your future cash flow and portfolio balance. It’s another step toward giving you a clearer, more complete picture of retirement readiness in one place.