Your smarter financial future begins
with a one-year subscription to MaxiFi Planner®
MaxiFi Planner®
Standard
Standard
for households
$109
One-Year License
Lifetime financial plan
Compare scenarios
Run unlimited reports
Optimize retirement withdrawal and Social Security timing
MaxiFi Planner®
Premium
Premium
for households
$149
One-Year License
All Standard features plus . . .
Lifetime financial plan
Compare scenarios
Run unlimited reports
Optimize retirement withdrawal and Social Security timing
MaxiFi Planner®
PRO
PRO
for advisors
$599
One-Year License
Comprehensive lifetime planning
Run unlimited reports
Living Standard Monte Carlo®
NEW Roth Conversion Optimizer
Life insurance contingency planning
All Premium features plus . . .
Handles multiple clients
Customized report cover page
* 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.

Sign Up

Tech Assistance & Personalized Guidance

Active Household or PRO subscription required
Free!
Expert Support
Resources and support at your fingertips
Free

Free with all subscriptions!

Rapid email response
Knowledge Base with hundreds of articles and video tutorials
Frequent “office hours”: Ask the experts your questions
Expert Review
Our specialist reviews your inputs and reports
$250

Per Session

1-hour video consultation
Confirm data inputs
Review and interpret results
Co-Pilot Service
Launch MaxiFi with help from a financial professional
$1,000

Per Session

Jay Abolofia, PhD, CFP® guides you through the construction, interpretation and optimization of your MaxiFi financial plan.
Two-hour video consultation.

Additional Options

No subscription required
Larry Plans For You
More Money, Less Risk, and a Better Life
$2,500

 

Relax as Larry uses MaxiFi to
build a realistic lifetime plan
maximize lifetime Social Security
minimize lifetime taxes
examine all financial/lifestyle choices

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