MaxiFi Planner is a powerful new personal financial planning tool.
It’s the only software powerful and accurate enough to calculate your highest sustainable living standard — starting today — with a plan to maintain and raise that amount — for life.
It shows you annual and lifetime projections of income and spending so you can see how you can make your money last through retirement.
MaxiFi’s optimization engine runs thousands of scenarios to find safe ways to raise your standard of living by:
- Maximizing Social Security benefits––determining which benefits to take and when
- Calculating a tax-efficient retirement withdrawal plan
- Optimizing use of Roth versus Non-Roth accounts
- Showing gains from additional retirement account contributions
- Stretching retirement income via inflation-protected annuities
These changes can mean tens to hundreds of thousands of extra dollars in lifetime spending.
- Comprehensive Lifetime Financial Plan
- Annual Spending Suggestions
- Annual Savings Suggestions
- Life Insurance Coverage Suggestions
- Covers All Social Security Benefits
- Incorporates All Social Security Rules and Provisions
- Handles Roth and Non-Roth Accounts
- Handles Non-Retirement Assets
- Incorporates Federal, State, and FICA Taxes
- Considers Medicare Part B
- Handles Pensions
- Maximized Social Security Strategy
- Maximized Retirement Account Withdrawal Strategy
- Unlimited Reports
- PDF and Excel Export
- Responsive Customer Support