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...

If you want to create a plan where you convert traditional IRA or 401K assets to a Roth, you can indicate amounts and years for the conversion. Simply go to...

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. Setting up a Roth conversion is pretty simple. Although you do not have to do so in an Alternative Pro...

QCD support: there is no explicit support for this kind of tax-free withdraw from the qualified funds. You could take withdraws and make corresponding speci...