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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
10
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 10
Video Tutorials
12
MaxiFi Walkthrough
Roth Conversions
Alternative Profiles
Reading Reports
Progress Tracker
View all 12