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MaxiFi Topics
Basics
19
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 19 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
11
Special Expenses and Receipts
Special Data Fields
Medicare B
Rates of Return
Capital Gains and Qualified Dividends
See all 11 articles
Housing and Real Estate
10
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 10 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
