Learning Center

Getting Started 7

• Getting Started
• Setting Up Your Family
• Getting Started Video Series
• Finding Help
• Importing Social Security History from SSA.gov

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Basic Concepts 9

• 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 12

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

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Video Tutorials 11

• Roth Conversion Optimizer
• Roth Conversions
• MaxiFi Walkthrough
• Reading Reports
• The Retirement Date

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Larry's Podcasts / Columns 19

• Using MaxiFi to do Estate Planning
• Getting Divorced Without Going to War -- Economics' Easily Implemented Method
• Kevin Esler is Back with an Improved Version of TipsLadder.com
• In Depth Conversation with Wade Pfau on Retirement Planning
• The Social Security Fairness Act May Mean Big Bucks If You Work(ed) in Non-Covered Employment and Even If You Don't

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