Retirement Accounts
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...
Thu, 18 Jun, 2020 at 10:47 AM
If you see withdrawals that begin before the age you specified for smooth withdrawals, those reflect one of two things: special withdrawals you entered or R...
Thu, 18 Jun, 2020 at 10:48 AM
Required Minimum Distributions (RMDs) are calculated for non-Roth accounts and imposed in cases where you indicate that smooth withdrawals should begin late...
Thu, 28 Oct, 2021 at 6:28 AM
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...
Thu, 18 Jun, 2020 at 10:48 AM
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...
Sun, 11 Jul, 2021 at 1:49 PM
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...
Sun, 11 Jul, 2021 at 1:48 PM
We automatically calculate how much to withdraw from your accounts to maintain your spending level and use all your assets -- these are called "smooth ...
Wed, 28 Dec, 2022 at 10:45 AM
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...
Mon, 10 Jan, 2022 at 8:32 AM
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...
Fri, 12 Nov, 2021 at 1:38 PM
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...
Mon, 29 Jun, 2020 at 11:20 AM