Boldin Software Updates and Improvements (June 2026)

Boldin Software Updates and Improvements (June 2026)
In this video, David walks through 6 recent software upgrades, improvements, and features rolled out by Boldin (formerly Boldin/NewRetirement) over the last month to help you better manage and stress-test your retirement plan.

Here is a breakdown of what’s changed and how it impacts your planning:

00:37 Modeling Future Mortgage Payoffs via Transfers: As of June 3rd, you no longer need manual workarounds to model paying off a mortgage on a future real estate purchase or relocation. You can now schedule a lump-sum transfer directly from an account (like a 401k or brokerage account) to a future mortgage destination. This drastically improves cash flow visibility and tax planning.

02:08 Wisconsin Standard Deduction Fix: A specific tax update for Wisconsin residents aged 67 or older. Boldin now accurately models the standard deduction of $24,000 for individuals and $48,000 for couples.

02:33 Stress-Testing Social Security Reductions: Worried about the future of the Social Security trust fund? Boldin now features a toggle switch that allows you to simulate a future percentage-based reduction in your benefits at a specific year, helping you see if your plan can withstand potential congressional changes.

03:19 Contextual Charts and Right-Hand Panels: Data display improvements! Boldin is pulling relevant charts and graphs directly into the right-hand panel of individual planning sections, giving you quick access to insights that used to require navigating to a separate tab.

03:21 Real-Time Metric Tracking (Success, Net Worth, and Taxes): You no longer have to return to the overview page to see how a change impacts your plan. A new persistent banner in the upper right corner displays your current chance of success, projected net worth at longevity, and lifetime taxes, updating instantly as you make adjustments.

04:40 Boldin AI Chat Box and Settings Customization:
- Introduction of a smaller, less obtrusive pop-up chat box at the bottom of the screen (perfect for smaller screens/laptops), which can still be expanded to full size.
- Three new sliders in Account Settings let you fully customize Boldin AI: opt-in/out of the AI entirely, choose whether it opens automatically upon logging in, or toggle a 90-day chat history retention feature.

06:48 Fidelity Connectivity Issues Resolved!
Great news for Fidelity customers. The long-standing connection and data syncing issues have officially been fixed.

💬 Have you tested out these new features yet? Let me know your thoughts or drop your questions in the comments below!

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Видео Boldin Software Updates and Improvements (June 2026) канала The Retirement Gnome