Skip to main content

How It Works
Features
Our Story
For Households
For Advisors

Log In
Sign Up

January 4, 2020

Fixed

Oregon State Tax - Retirement income credit overstated in some cases.

Save 20% Now!

Build a Financial Plan that Puts You in Control

NEW Roth Conversion Optimizer^™

One-Year Subscription

Get Started
No Thanks

About MaxiFi

Homepage
Features
For Households
For Advisors

How it Works

Overview
Living Standard Monte Carlo^®
Case Studies
Learning Center

Our Story

Overview
Our President
Our Advisory Board
Our Books
Our Articles
Customer Testimonials
Professional Testimonials
Press

Additional Info

Security and Privacy
Accessibility
Customer Support
Order Fulfillment Policy
Terms of Service
Webinars
Frequently Asked Questions
Release Notes
Advisors using MaxiFi
MaxiFi vs. Boldin

Next Steps

Log In
Sign Up
Contact

Copyright © 2024 Economic Security Planning, Inc. All Rights Reserved.

Maximize My Social Security, MaxiFi, MaxiFi Planner, and ESPlanner are registered trademarks of Economic Security Planning, Inc.

Disclaimer: The suggestions and recommendations provided by Economic Security Planning, Inc.'s software tools and planning services do not constitute financial or investment advice. The creators of Economic Security Planning's software are not certified, registered, authorized, or any other form of financial planners. Economic Security Planning, Inc. is not an investment adviser registered with the U.S. Securities and Exchange Commission or any state securities agency, is not a registered broker-dealer and maintains no other regulatory credentials associated with the management of financial assets. Economic Security Planning, Inc. does not guarantee that the suggestions and recommendations derived from its software tools and planning services will necessarily achieve a secure economic plan. Like any software products, Economic Security Planning, Inc.'s software tools may have errors in its underlying code, and the assumptions about the future that it makes and that users input may prove false. In addition, output from the software tools and planning services may incorporate data obtained from third parties and such data (including any calculations that is based on such data) is provided on an “as is” basis. From time to time the output may contain errors that may be based upon, among other things, human data entry, aggregation and decompilation of data, processing of data through third party calculation engines and other processes that can give rise to errors. The company's financial plans and recommendations, including all of such plans and recommendations provided by its direct planning services, should be viewed as suggestive and informative educational inputs into your financial decision-making. None of our products or services recommend the purchase of specific financial products.

We use cookies to deliver the best user experience and improve our site.

Learn more or disable cookies.