Release Notes

Version 1.1 — April 1, 2025 (Tax & Planning Assumptions Update)

 

April 1, 2025

 

Tax & Planning Assumptions Update

Milestones Retirement Insights was updated to reflect the 2025 Canadian tax year.

 

Updates included:

• Updated federal and provincial tax rates

• Updated personal tax credits and thresholds

• Updated CPP and OAS values

• Updated RRSP, TFSA and other registered plan limits

• Updated government benefit assumptions

• Updated planning assumptions and calculation parameters

• General maintenance and performance improvements

This release ensured retirement income projections remained aligned with current Canadian tax legislation and government program limits.

 

 

 

Version 2.0 — July 2026 (Platform Enhancements & Security Improvements)

 

We're pleased to announce the latest improvements to Milestones Retirement Insights. This release focuses on improving performance, usability, planning flexibility, and platform security.

 

New Features

Improved retirement income planning engine

Enhanced reporting and client presentation outputs

Expanded retirement planning scenarios

Improved advisor subscription workflow

Enhanced enterprise API functionality

 

Improvements

Performance improvements across the application

User interface refinements

Enhanced calculation accuracy

Improved error handling and validation

General usability improvements

 

Security

As part of our ongoing commitment to security and reliability:

Continued implementation of SOC 2 security controls

Infrastructure hardening

Security monitoring enhancements

Dependency and vulnerability updates

General platform maintenance

 

Bug Fixes

Various bug fixes

Stability improvements

Minor UI corrections

Last Updated: July 2026