Assets
529 plans are formally known as Qualified Tuition Programs (QTP) and come in two flavors: pre-paid tuition plans and savings plans. 529 accounts in MaxiFi a...
Wed, 10 Feb, 2021 at 3:57 PM
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-...
Thu, 18 Jun, 2020 at 10:38 AM
If you have regular assets or asset (i.e., assets not held in a tax deferred qualified retirement plan) with with some amount of unrealized capital gains or...
Thu, 4 May, 2023 at 11:13 AM
Perhaps you want to set aside some money in case of emergency or as a buffer in case your plan doesn't work out as expected. To keep some funds in reser...
Thu, 18 Jun, 2020 at 10:47 AM
Currently MaxiFi does not provide a specific Health Savings Account (HSA) feature, but here is how you handle HSA payments for medical expenses as well as H...
Thu, 4 May, 2023 at 11:23 AM
Your non-retirement assets, referred to as regular assets in MaxiFi Planner, are an important component of your financial plan. Each plan or variation in th...
Tue, 15 Sep, 2020 at 7:51 AM
What is the purpose of a reserve fund? A reserve fund is set up when you create a set of Regular Assets. Create the regular asset, indicate current balanc...
Thu, 22 Apr, 2021 at 8:41 AM