Basics
Entering information is very quick and the data your enter is saved as you go. So if there is information you don't have on hand, or you get interrupted...
Thu, 18 Jun, 2020 at 10:04 AM
Names are optional for all adults and children. If you enter them, they will appear on the report, which you may prefer. If you don't enter them, the re...
Thu, 18 Jun, 2020 at 10:12 AM
The total lifetime amounts are the discounted present value of the annual amounts and will always be less than the simple sum of all the undiscounted annual...
Thu, 18 Jun, 2020 at 10:16 AM
We need this information to correctly calculate Social Security benefits for a family with disabled children. A child can claim disabled child insurance ben...
Thu, 18 Jun, 2020 at 10:23 AM
Overview MaxiFi and Maximize My Social Security (MMSS) use default values for inflation and safe rates of return based on current financial market data. Th...
Fri, 11 Jul, 2025 at 8:38 PM
The MaxiFi plan uses January 1 as the calibration date for your regular asset balances and retirement account balances. The inflation and safe return rates ...
Fri, 26 Mar, 2021 at 6:40 PM
Overview Each January, MaxiFi displays small review flags throughout your plan. These flags are prompts to review, not warnings that something is wrong. In...
Thu, 18 Dec, 2025 at 5:21 PM
The question sometimes arises: Why is MaxiFi starting my retirement withdrawals at age 65? First of all, the start age for withdrawals simply defaults ...
Thu, 27 Nov, 2025 at 2:06 PM
To find your benefit estimate at age 70, visit SSA.gov (create a free account there if you need to) and once signed in, you can scroll down just a bit and s...
Sun, 5 Dec, 2021 at 9:22 AM
MaxiFi uses a question mark that can be clicked to find the context-specific help or a definition of terms. In help items like these you will find more in-d...
Mon, 15 May, 2023 at 9:57 AM