Your smarter financial future begins
with a one-year subscription to MaxiFi Planner®
with a one-year subscription to MaxiFi Planner®
$109
One-Year License
Lifetime financial plan
Compare scenarios
Run unlimited reports
Optimize retirement withdrawal and Social Security timing
Popular
$149
One-Year License
* One-year license. Prices subject to change.
The MaxiFi Planner Professional license permits that up to 100 clients may
be stored at any one time. Learn more.
The MaxiFi Planner Professional license permits that up to 100 clients may
be stored at any one time. Learn more.
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Tech Assistance & Personalized Guidance
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Expert Support
Resources and support at your fingertips
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Free with all subscriptions!
Rapid email response
Knowledge Base with hundreds of articles and video tutorials
Frequent “office hours”: Ask the experts your questions
Additional Options
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Features
| Standard | Premium | PRO | |
|---|---|---|---|
| Comprehensive Lifetime Financial Plan | Yes | Yes | Yes |
| Annual Spending Suggestions | Yes | Yes | Yes |
| Annual Savings Suggestions | Yes | Yes | Yes |
| Life Insurance Coverage Suggestions | Yes | Yes | Yes |
| Covers All Social Security Benefits | Yes | Yes | Yes |
| Incorporates All Social Security Rules and Provisions | Yes | Yes | Yes |
| Up to Date with Tax Cuts and Jobs Act of 2017 Changes | Yes | Yes | Yes |
| Up to Date with SECURE Act of 2020 | Yes | Yes | Yes |
| Handles Roth and Non-Roth Accounts + Roth Conversions | Yes | Yes | Yes |
| Handles Inherited IRAs | Yes | Yes | Yes |
| Handles Non-Retirement Assets | Yes | Yes | Yes |
| Incorporates Federal, State, and FICA Taxes | Yes | Yes | Yes |
| Considers Medicare Part B | Yes | Yes | Yes |
| Handles Pensions | Yes | Yes | Yes |
| Handles 529 Education Savings Plans | Yes | Yes | Yes |
| Handles Vacation Homes and Real Estate | Yes | Yes | Yes |
| Create Annual Budget and Track Spending | Yes | Yes | Yes |
| Unlimited Reports | Yes | Yes | Yes |
| PDF and Excel Export | Yes | Yes | Yes |
| Responsive Customer Support | Yes | Yes | Yes |
| Online software—runs on computers, tablets, and smartphones | Yes | Yes | Yes |
| Maximizes Social Security | Yes | Yes | Yes |
| Optimizes Retirement Account Withdrawal Start Dates | Yes | Yes | Yes |
| Optimizes Withdrawing from Roth Accounts First or Last | Yes | Yes | Yes |
| Roth Conversion Optimizer™ | No | Yes | Yes |
| Living Standard Monte Carlo® | No | Yes | Yes |
| Life Insurance Contingency Planning | No | Yes | Yes |
| Handles Multiple Clients | No | No | Yes |
| Customized Report Cover Page | No | No | Yes |