Special Data Entry

Special Expenses and Receipts
Two important fields under the Household field group are often dismissed the first time through the data entry process: Special Expenses and Special Receipt...
Tue, 27 Feb, 2024 at 10:00 AM
Special Data Fields
As you enter data the first time, the program will walk you through each set of field data options such as earnings, retirement accounts, special receipts,...
Fri, 19 Jun, 2020 at 8:26 PM
Medicare B
You can control when (if ever) you intend to enroll in Medicare B (and A) in Settings and Assumptions > Social Security and Medicare. You can choose the ...
Wed, 13 Apr, 2022 at 11:44 AM
Rates of Return
This help text appears at the top of the settings page: Rates of return can be highly volatile. Please be very cautious setting your long-term average rate...
Fri, 19 Jun, 2020 at 9:26 PM
Capital Gains and Qualified Dividends
Regular assets (non-retirement assets) might generate ordinary interest or qualified dividends and capital gains.  You can enter the typical percentage of ...
Thu, 4 May, 2023 at 10:54 AM
529 Account Setup
To set up a 529 account, find the 529 account entry under the Financial Assets group of inputs. If it does not appear there, look below on that Household pa...
Thu, 15 Apr, 2021 at 11:44 AM
Municipal Bonds
In Settings and Assumptions > Taxes you should enter the percentage of your Regular Asset balance at the beginning of the year that is in tax-free munici...
Sat, 15 Aug, 2020 at 9:05 AM
Capital Gains Percentage
In Settings and Assumptions > Taxes, enter the percentage of earnings from income on your taxable Regular Assets that our calculations should assume are ...
Sat, 13 Nov, 2021 at 8:41 AM
Dividends and Distributions Percentage
See Capital Gains and Qualified Dividends for more details on the "unrealized gains" field, the last field in this screenshot below.  D...
Tue, 13 Jun, 2023 at 11:31 AM
How to handle after-tax IRA contributions
MaxiFi does not have an option for after-tax IRA contributions.  These contributions are close to a Roth for the contributions and for some of the money at...
Sat, 11 Sep, 2021 at 9:37 AM