April 2020 Product Updates

This month, we’re releasing one of the most highly requested features to Decision Center—the ability to quickly rename, reorder, and remove Advanced Planning Techniques within the Decision Center.

We’ve also released updates related to the Coronavirus Aid, Relief and Economic Security (CARES) Act, added the ability to index the Leave to Heirs Amount, and more.

Check out our April release notes for more information.

• Decision Center
  • Rename, Reorder, and Delete Advanced Techniques

• Advanced Planning
  • CARES Act Updates
    • 2020 RMDs Waived for Some Account Types
    • Charitable Cash Contributions Deduction Increased from 60% to 100% AGI
  • Added the Ability to Index Leave to Heirs Amount

• Alerts & Notifications
  • New Vault Download Alert