Customer Support

Getting Started 7

• Getting Started
• Setting Up Your Family
• Finding Help
• Importing Past Covered Earnings
• Importing Social Security History

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Basic Concepts 7

• Maximizing Your Plan
• Two Approaches and Two Purposes to Planning (why be so cautious?)
• Discretionary Spending
• Smoothing Living Standard/Consumption
• Cash Constraint

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Understanding Reports 6

• Lifetime Balance Sheet
• Annual Saving and Withdraw Report
• Understanding Your Report
• Alternative Profiles and Comparison Reports
• Updating Your Data and Rerunning Your Base Plan

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Video Tutorials 10

• MaxiFi Walkthrough
• Roth Conversions
• Alternative Profiles
• Reading Reports
• Progress Tracker

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