Basics

Progress Tracker
An introduction to using Progress Tracker to track annual income and spending. The MaxiFi progress tracker is a tool that helps you track the current-ye...
Thu, 9 Jul, 2020 at 7:57 AM
(TCJA) Tax Cut Jobs Act: What is deduction after 2025?
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...
Thu, 4 May, 2023 at 11:43 AM
Loan Repayment (credit card, school loans, etc.)
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...
Mon, 6 Jul, 2020 at 10:07 AM
Tax Credit
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 ...
Mon, 7 Sep, 2020 at 9:21 AM
Entering Current/Future Earnings
Enter gross earnings. MaxiFi will calculate the federal, state, and FICA taxes. MaxiFi will also know to deduct your qualified retirement account contributi...
Thu, 5 Aug, 2021 at 8:04 AM
Employer Roth 401(k)
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...
Wed, 20 Jan, 2021 at 8:08 AM
Entering an Annuity
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...
Sat, 6 Jan, 2024 at 12:06 PM
Import Your Social Security earnings: XML
To import your Social Security past earnings record by uploading your XML earnings record from the Social Security Administration (SSA) site, follow t...
Fri, 5 Jan, 2024 at 3:51 PM
Capital gains exclusionon home sale
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 ...
Fri, 10 Dec, 2021 at 9:32 AM
Annuitization Disclaimer
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...
Wed, 8 Mar, 2023 at 5:10 PM