IRS tables (tax rate schedules, tax brackets, and standard deductions)
have been updated for 2011. Performance statistics for the asset classes on
the ROI Calculator have been updated through 2010.
A Social Security Calculator has been added to help you make the
decision when to begin taking Social Security. If you enter a known benefit
at a known age, the calculator provides a table of all your eligible start
ages, the annual Social Security income you would receive for each start
age, and the associated lifetime benefit you would receive. A critical tool
for this important decision.
The distribution algorithm has been improved for more efficient income
tax leveling. Better analysis of tax liability due to Social Security, low
distributions from a 72(t) plan, and Roth conversions could increase your
post-retirement income.
The Other Income column on the Report has been broken out to show
Financial Event cash flows separately.