Product update | NaviPlan 20.0 release

March 05, 2020 by John Heinen

About the author

John Heinen

Chief technology officer

As chief technology officer, John provides strategic, operational, and programmatic support of our products to the greater Advicent organization, our partners, and the industry. He leverages his decades of software development and product management experience to define business and product strategies, work directly with clients in providing technology solutions, and build product and service delivery organizations that deliver results while meeting regulatory requirements.

Our latest version of NaviPlan includes changes to retirement saving with the SECURE Act, updated tax calculations, dynamic reporting graphics, and client report improvements.

This article refers to the U.S. release of NaviPlan 20.0. To learn about the enhancements included for Canadian NaviPlan users, click here >

Tax updates

Updates to federal and state tax calculations provide the most up-to-date analysis. Some keys changes include:

  • Tax bracket updates
  • Gifting exclusion updates
  • Social Security annual updates
  • AMT threshold and exemption updates
  • State tax rate and deduction updates for:
    • Arizona
    • Connecticut
    • Kentucky
    • Maine
    • Minnesota
    • Missouri
    • New Hampshire
    • Ohio


Per the SECURE Act, NaviPlan:

  • Begins RMD distributions at age 72.
  • Allows Traditional IRA contributions past age 70.5.

Report graph improvements

In-app and Quick Action report graphs have a new look with enhanced functionality. Graphs now offer filtering that dynamically highlights data for client needs. This change makes graphs easier to read and more beneficial during client meetings.

Report graph in version 19.3:

Report graph in version 20.0:

Default font change for client reports

Updates to the default font used in client reports enhance the readability of text. The new font incorporates users feedback experienced based on their computer setup.

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