Learning Center

If you click on the retirement account area in your profile, you will see a link to open the retirement account settings and assumptions. There you can spec...

Note first that the default age of starting smooth withdrawals from retirement accounts is age 65. See this in Settings > Retirement Accounts > Age of...

Required Minimum Distributions (RMDs) are calculated for non-Roth accounts and imposed in cases where you indicate that smooth withdrawals should begin late...

A large negative entry under Net Account Additions followed, in subsequent years, by a) no retirement account assets and b) the appearance of annuity income...

The first and easiest use of tax-efficient Roth accounts is to indicate to the program whether you want to withdraw from the Roth first or last in the order...

Note that MaxiFi now has a Roth Conversion optimization option in the Premium and Professional versions. You will see it when you set up a maximization repo...

We automatically calculate how much to withdraw from your accounts to maintain your spending level and use all your assets -- these are called "smooth ...

A Qualified Longevity Annuity Contract (QLAC) can be represented in MaxiFi in this way:  Let's say you want to invest $100K of your regular IRA in a QL...

See the video and additional information below. Note that MaxiFi now has a Roth Conversion optimization option in the Premium and Professional versions...

Qualified Charitable Distributions let you make tax-free contributions from your IRA, up to a limit ($105,000 in 2024), to a qualified charity.  There is n...