Top-20 Features Added to OnTrajectory in 2016

It was a busy year at OnTrajectory, releasing new features at a rate of over once-per-month. As we begin to look to 2017, here’s a list of the Top-20 Features we added in 2016:

  1. Ability to define central effective tax-rates for all items in your model, based on different periods of your life
  2. Ability to define a centralized retirement age (by using ‘R’ for a start/end age) letting you more easily analyze the effect of retiring at different ages
  3. Ability to designate ‘variable’ expenses (such as 4% of assets)
  4. Automatic calculation of Required Minimum Distributions (RMDs) for tax-deferred accounts (such as IRAs and 401Ks)
  5. Support for inherited IRAs by automatically calculating separate RMDs, as required by the IRS
  6. Ability to override the central Inflation Rate for individual Income or Expense items
  7. Ability to redeem ‘reward points’ for FREE months of our PowerPlan
  8. Ability to earn ‘reward points’ through referrals to friends
  9. Expansion of data output tables, with the ability to view in either Today’s or Tomorrow’s Dollars
  10. Ability to print or save data output in a separate spreadsheet
  11. Interactive tutorials, 9 and counting
  12. Ad-hoc inflation-converter
  13. Ability to type equations in number fields, e.g. ‘=500+500’ computes to 1000 (after pressing the ‘Enter’ key)
  14. Ability to define matching contributions for 401Ks
  15. Ability to define income, expenses or accounts for multiple individuals (such as a spouse)
  16. Ability to define income as ‘tax-exempt’
  17. Automatic draw-down of funds, as needed, based on individual tax-treatments of an account
  18. Enforcement of ‘early withdrawal penalties’ for tax-deferred accounts (such as IRAs and 401Ks)
  19. Ability to auto-save data changes
  20. Ability to save notes for individual Scenarios
  21. There really was more, but you’re probably bored by now…

Stay-tuned in the next couple weeks as we lay out our plans for 2017!

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