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MaxiFi User Manual
Getting Started
6
Getting Started
Setting Up Your Family
Finding Help
Importing Social Security History
Running Your Plan
View all 6
Basic Concepts
8
Maximizing Your Plan
Two Approaches and Two Purposes to Planning (why be so cautious?)
Discretionary Spending
Smoothing Living Standard/Consumption
Cash Constraint
View all 8
Understanding Reports
7
Lifetime Balance Sheet
Annual Saving and Withdrawal Report
Understanding Your Report
Alternative Profiles and Comparison Reports
Updating Your Data and Rerunning Your Base Plan
View all 7
Video Tutorials
12
MaxiFi Walkthrough
Roth Conversions
Alternative Profiles
Reading Reports
Progress Tracker
View all 12