Learning Center
Welcome
Login
Sign up
Home
Solutions
Enter your search term here...
Search
Login
or
Signup
to submit a new ticket
Check ticket status
Solution home
MaxiFi User Manual
Getting Started
7
Getting Started
Setting Up Your Family
Finding Help
Importing Past Covered Earnings
Importing Social Security History
See all 7 articles
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
See all 7 articles
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
See all 6 articles
Video Tutorials
12
MaxiFi Walkthrough
Roth Conversions
Alternative Profiles
Reading Reports
Progress Tracker
See all 12 articles