Release Notes v22.1.1

Table of Contents

Applicable Products

These are the release notes for the Filiphant^® Household v22.1.1 release. The focus of this release was the following:

Many assumptions have been updated for 2022 based on final figures that have been publicly published for 2021. There were also some assumptions formatting updates as well as an improvement to the assumptions sync process that obtains the latest assumptions values from the Filiphant website.
The Required Minimum Distribution (RMD) formula that applies to certain retirement account types was updated to better align with the latest IRS distribution periods from the IRS Uniform Lifetime table. It’s important to note that Filiphant software uses a formula to determine distribution periods, which may or may not exactly match the IRS table, so it should be used as an estimate only. Your exact RMD should be determined by a qualified tax professional.
The new dynamic buttons that were added to the menu bar are to allow for improved user navigation among sheets and features.

Assumptions sheet no longer asks if you’d like to update assumptions when clicking on the SSA.gov link.

Installation issues:
- Installers intermittently not completing on older Windows 10 computers.
  - Resolution: Turn on compatibility mode for the installer file: How to change the Windows compatibility mode. In the installer file Properties – Compatibility tab, in the Compatibility mode area, check the Run this program in compatibility mode for: checkbox, and select Windows 8 from the dropdown.
Application issues:
- None.