Special Data Entry
MaxiFi allows you to indicate that a pension is a military pension. If you specify "military," MaxiFi's state tax calculations are programed t...
Sun, 27 Nov, 2022 at 8:49 AM
Instead of using Settings > Retirement Accounts to annuitize some percentage of your IRA or 401k, you may want to set this annuity up as an Alternative P...
Mon, 24 Apr, 2023 at 4:14 PM
Some pension plans allow employee contributions. These contributions impact the amount of the pension annual payment. These are pretax contributions, exempt...
Thu, 5 Sep, 2024 at 9:46 AM
A Donor-Advised Fund (DAF) is a charitable trust that you can create and then contribute to. You can deduct the entire contribution to the trust in the firs...
Tue, 8 Jul, 2025 at 3:27 PM