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...

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...

If you don't see the annuity input option: Select your name at left or either adult's name. Then look to the middle of the page to "restore&quo...

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 ...

After running a report, the first page of the detailed reports is the Lifetime Balance Sheet. This balance sheet is showing the present value of the source...

In the case where your profile needs to switch from married to single such as a divorce or death, your plan will have to be deleted and then rebuilt as a si...