[Skip to Content]

2021 Updates and Enhancements

2021 brings another round of changes to almost everything financial. Rules, regulations, taxes and more have been updated to reflect our new year. Please see below for an overview of all of the 2021 updates and enhancements.

  • Improved Graphic Interface

    Improvements to the graphical user interface continue with this update. This includes

    1. New entry field, slider and calculator box styling
    2. New graph format for improved readability
    3. Refined font sizing throughout for improved readability
    4. Refined hover colors on report tables and schedules
    5. Refined color, placement and function of help icons
    6. Refined calculator borders, padding, placement and transitions
    7. Refined control resizing when moving between portrait and landscape modes on mobile devices.
    8. Refined resizing on desktop browsers with better resizing when maximizing the screen.
    9. Removed 'Help Text' when hovering over '?', clicking or space-bar with focus will make the definition appear. When a new field (other than the field that the definition is for) receives the focus, the definition will automatically hide. Previously, the hover functionality did not allow for scrolling through longer help text.

  • RMD and Beneificary RMD updates and compliance with the Secure Act, Cares Act and new Life Expectancy Tables.

  • Updated definitions for 2021.

  • Updated Social Security Calculations for 2021.

  • 2021 Federal Tax Rates and tax tables.

  • Updated Health Savings Account (HSA) Calculators for 2021

  • 1040 Tax Estimator for 2021

  • U.S. Easy Tax Estimator for 2021

  • Marginal and Effective Tax Rates 2021

  • Updated Payroll and withholding calculators for 2021

  • Updated Roth IRA, Traditional IRA, 401(k), 403(b) and additional tax deferred savings calculatorsfor 2021