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MaxiFi Topics
Basics
17
How are inflation rate and nominal rate of return on Regular Assets used and how did you choose the default values?
Account for Non-Depreciable Property in Real Estate
Why does the maximum age of life default to 100?
How to import past covered earnings
First-Year Accounting for Assets
See all 17 articles
Insurance
8
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?
See all 8 articles
Special Data Entry
10
Special Expenses and Receipts
Special Data Fields
Medicare B
Rates of Return
Capital Gains and Qualified Dividends
See all 10 articles
Housing and Real Estate
9
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?
See all 9 articles
Spending
9
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?
See all 9 articles
Assets
8
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?
See all 8 articles
Retirement Accounts
10
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?
See all 10 articles
