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 10

• 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 10

• Former Airforce Pilots, Mark and Kara Brandt, Talk Landing their Finances With MaxiFi
• Using MaxiFi to do Estate Planning
• Kevin Esler is Back with an Improved Version of TipsLadder.com
• In Depth Conversation with Wade Pfau on Retirement Planning
• Larry and Jay Abolofia Demo MaxiFi's Roth Conversion Optimizer

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Larry's Substack Articles 14

• MaxiFi Is Fully Updated to the New Tax Law
• Can Tapping Your IRA to Cover Taxes on Roth Conversions Make Sense? Yes!
• The MaxiFi Puzzler -- 6/15/25
• The MaxiFi Puzzler -- 5/16/25
• Rich or Poor -- You Can Now Do Estate Planning Right

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