A Brief History of VeriPlan
* Under development since 2003
* Core functionality has been complete and robust since 2006
* First released for software licensing by the general public in 2006
* Annual enhancement releases that update tax and investment information since 2007
* Parameters have always been user updatable, so that upgrade purchases and support contracts are not required
* Streamlined product released in 2012 — more functionality with greater ease-of-use
* A major product release in 2016 significantly enhanced residential real estate, rental real estate, other property, and debt functionality
* The 2018 release included federal tax reforms and added new functionality for future gifts and inheritances, including traditional and Roth beneficiary retirement accounts
* The 2021 release added a VeriPlan Comparison Tool to improve the ease of comparing financial plans with different data and parameters.
* The 2021 release also enhances the ability to plan much more easily for tax-optimal, year-by-year conversions of traditional retirement accounts into Roth retirement accounts. This new Roth conversion feature projects specific yearly dollar amounts that could be converted within each federal income tax rate bracket. When this new Roth conversion feature is combined with the new the VeriPlan Comparison Tool, a user can quickly develop an optimal, minimum income tax, lifetime Roth conversion plan.
* Has been the most sophisticated, low price lifetime financial planning software available for home use since 2006
* Used by the software architect, who is also a California Registered Investment Adviser, to develop comprehensive financial and investment plans for local Pasadena, CA area clients and other clients across the U.S. since 2008
