Video Tutorials

Roth Conversions
Learn how to model a Roth conversion. MaxiFi will allow you to compare two or more IRA to Roth conversion strategies that you create and show you the ...
Thu, 16 May, 2024 at 1:31 PM
MaxiFi Walkthrough
MaxiFi Walkthrough A general overview of MaxiFi Planner.
Sat, 12 Sep, 2020 at 2:30 PM
Reading Reports
Sat, 22 Jan, 2022 at 10:46 AM
The Retirement Date
Retire early or work longer using the retirement date setting. 
Sat, 6 May, 2023 at 9:31 AM
Alternative Profiles
Alternative Profiles Discover the power of alternative profiles while using MaxiFi. Alternative Profiles are linked to the Base Profile. If you make a chan...
Tue, 29 Nov, 2022 at 8:49 PM
Progress Tracker
An introduction to using Progress Tracker to track annual income and spending.
Thu, 25 Jun, 2020 at 9:16 AM
Monte Carlo: Trajectories, Ranges, Spending Behavior, An Introduction
Monte Carlo simulations provide a way to analyze how much risk your safe, base profile is exposed to given your investment asset allocation. This intro...
Fri, 19 Feb, 2021 at 8:49 PM
Understanding Today'svs Nominal Dollars
An introduction to today's vs nominal with examples.
Fri, 10 May, 2024 at 1:37 PM
Understanding Cash Constraint
Understanding and Addressing Cash Constraint An introduction to cash constraint in your plan and how to fix it.
Wed, 23 Sep, 2020 at 4:48 PM
Creating custom Monte Carlo assets and managing strategies
Learn how to add assets and manage investment strategies.
Mon, 17 Aug, 2020 at 9:42 AM