Enter your search term here...
to submit a new ticket
Check ticket status
How are inflation rate and nominal rate of return determined and used in MaxiFi?
Why does the maximum age of life default to 100?
How to import past covered earnings
First-Year Accounting for Assets
View all 20
How can I purchase a life insurance plan that decreases every year to match these numbers?
How did you come up with the life insurance coverage amount?
What if I don't see any life insurance recommendations?
How are Medicare Part B premiums calculated?
How do I enter Long Term Care (LTC) policy premium?
View all 8
Special Data Entry
Special Expenses and Receipts
Special Data Fields
Rates of Return
Capital Gains and Qualified Dividends
View all 12
Housing and Real Estate
Why does my mortgage payment decrease every year?
One year in my plan has a large negative number in the Housing column, why is that?
Is my mortgage eligible for the higher pre-TCJA interest deduction limit?
How do I see the impact of paying off a mortgage early?
How do I model moving into a home I now rent?
View all 10
Why does my annual discretionary spending amount go up? I thought it was supposed to be the same every year.
One year in my plan has a large negative number in the Total Spending column. Why?
How do I leave an inheritance for kids?
What is Per-Adult Living Standard and how is it calculated?
How are the adult equivalents for various combinations of adults and children calculated?
View all 9
How do you handle tax advantages of 529 plans?
Mid-year and end of year changes to your plan
How are regular assets and retirement assets accounted for in the reports?
How can I treat unrealized long term capital gains in regular assets?
How do reserve funds work?
View all 8
How do I change when retirement withdrawals start?
Why are there retirement withdrawals before the date I set?
Do you account for Required Minimum Distributions (RMDs)?
Why is there a large negative net addition to my retirement accounts in one year and then no more assets?
How does the program help me use a Roth account?
View all 10
View all 16
Annual Living Standard Index
Annuity Growth Rate
Change in Survivors' Living Standard
View all 17