Video Tutorials
Jay Abolofia provides an overview of Roth conversions and MaxiFi's Roth Conversion Optimizer feature.
Fri, 2 May, 2025 at 11:56 AM
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 A general overview of MaxiFi Planner.
Sat, 12 Sep, 2020 at 2:30 PM
Retire early or work longer using the retirement date setting.
Sat, 6 May, 2023 at 9:31 AM
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
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
An introduction to today's vs nominal with examples.
Thu, 8 Aug, 2024 at 11:06 AM
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
Learn how to add assets and manage investment strategies.
Mon, 17 Aug, 2020 at 9:42 AM