Learning Center

To learn more about how we determine safe inflation and return rates, see Inflation and Rate of Return Data (includes spreadsheet data). Taxes, Social S...

You can't count on dying on time -- at your life expectancy. Your life expectancy is the number of more years you will live, on average. But essentially...

Make sure to follow these steps exactly: Go to the Social Security Administration website and create an account if you don't already have one Log i...

The program is calculating the nominal return on the beginning of the year balance inputs and showing in the reports the end of the year balance. Earnings o...

All of the reports are presented in current year real dollars and show end-of-year balances. Every model assumes three important variables: prior end-of-...

We are not planning to incorporate CARES Act rules in MaxiFi since they are optional or require more information than is currently in MaxiFi and users can e...

If you enter a dollar amount in this field, the program (not you) will determine what years the borrowing occurs and to what extent or how much debt you tak...

When entering real estate investment property, the value of the building and the land can be entered separately. Land value is not depreciable, but building...

Using the Lump Sum option when creating a pension will create taxable income. That's one option for those with pension options. But creating a rollover...

To discover the optimal Social Security benefit collection strategy with the highest lifetime present value, go to the Profile Dashboard and run a Maximizat...