Software Update History
Note: Web Applications and Desktop applications are 2 different products. For Desktop Applications, Log in to the Client Portal and click ‘Download’ on your dashboard. For Web Applications, Log in to the Client Portal, and click ‘Launch’ on your dashboard.
| Estate & Charitable Planner LIVE (Web Application) | 2010CM (v.2022.20) 2023 Infl Adjustments (v.2023.00) ACGA Max Rates (v.2023.10) SECURE Act 2.0 (v.2023.11) NUA Model (v.2023.20) Final Regs 2010CM (v.2023.30) |
|||
| Retirement Strategies LIVE (Web Application) | ||||
| Retirement Distributions LIVE (Web Application) | Notice 2022-6 (v.2022.10) Proposed Regs (v.2022.20) SECURE Act 2.0 (v.2023.00) |
|||
| Charitable Financial Planner (Desktop) | 2023 Infl Adjustments (v.2023.00) ACGA Max Rates (v.2023.00) Final Regs 2010CM (v.2023.10) |
|||
| Estate Planning Tools (Desktop) | 2023 Infl Adjustments (v.2023.00) SECURE Act 2.0 (v.2023.01) Final Regs 2010CM (v.2023.10) |
|||
| Savings Bond Toolkit (Desktop) | Redemption Table | |||
| Retirement Plan Analyzer (Desktop) | Notice 2022-6 (v.2022.10) Proposed Regs (v. 2022.20) SECURE Act 2.0 (v.2023.00) |
|||
| Retirement Distributions Planner (Desktop) | Notice 2022-6 (v.2022.10) Proposed Regs (v.2022.20) SECURE Act 2.0 (v.2023.00) |
|||
| Kugler Estate Analyzer™ (Desktop) | Table 2010CM (v.2022.10) 2023 Infl Adjustments (v.2023.00) |
|||
| PFP Notebook™ (Desktop) | 2023 Inflation Adjustments |