Learning Center

If your setting in Settings > Taxes is set to assume "current tax law," then many, but not all, of the provisions of the TCJA will sunset and r...

If you have an existing debt such as a car loan or credit card debt that you wish to enter into your plan, you can calculate those annual payments on the si...

In short: When you set spending behavior, you are indicating how aggressive or cautious you wish to be in the face of the random historical returns you expe...

Example: you installed solar panels and are going to get a tax credit. For the tax credit part, you could create special receipt(s) for the year(s) and ...

Enter gross earnings. MaxiFi will calculate the federal, state, and FICA taxes. MaxiFi will also know to deduct your qualified retirement account contributi...

If you have an employer sponsored Roth 401(k), you will need to set up two accounts: an employer account with non-Roth employee or employer contribu...

Description: Enter a description that means something to you.  Start Year: Enter the year that the annuity payout begins Annual Amount: Enter the annual...

To import your Social Security past earnings record by uploading your XML earnings record from the Social Security Administration (SSA) site, follow t...

MaxiFi assumes that the capital gains exemption of $250,000 single and $500,000 married will remain unchanged for 3 years and then, after that, we increase ...

A "joint and survivor" annuity is an insurance policy that pays you and your spouse/partner income while one of you remains alive. It pays nothing...