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Version 12.1.2.2

Version 12.1.2.2 Highlights
  • U.S. federal tax updates for 2012: Including standard deduction amounts; income tax brackets and associated rates; pension contribution limits; gift tax exclusion amounts; Social Security values; and more.
  • Presentation Module: Added a new presentation, Income Planning for Retirees.
  • Streamlined user interface: Smoother data entry process that is tailored to the already retired client.
  • Miscellaneous enhancements: We value your feedback and have made multiple enhancements to provide you with the best financial planning tools.

Training   Support   Updates
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Update to v12.1.2.2
What’s New in v12.1.2.2