Glossary

Glossary of terms used in MaxiFi

Retirement Asset Interest
Interest income earned on Retirement Account Assets. You can adjust the rate of return on Retirement Account Assets under 'Settings and Assumptions.'
Tue, 29 Mar, 2022 at 8:09 AM
Saving/Dissaving
Saving involves putting money into regular assets (savings/checking accounts, stocks, bonds, mutual funds, etc.) that are not associated with retirement acc...
Tue, 29 Mar, 2022 at 8:14 AM
Smooth Withdrawals
Smooth withdrawals are amounts we calculate should be withdrawn from retirement accounts to maintain a consistent withdrawal level in today's dollars fr...
Thu, 31 Oct, 2024 at 4:18 PM
Term Life Insurance
A life insurance policy purchased for a specific “term” or length of time, such as 5, 10, or 20 years. You agree to make annual premium payments to the insu...
Mon, 15 May, 2023 at 9:48 AM
Total Income
Total income in a given year is the sum for that year of labor earnings, Social Security benefits, pensions, annuities, retirement account withdrawals, and ...
Tue, 29 Mar, 2022 at 8:07 AM
Total Spending
Total spending in a given year is the sum of outlays in that year for housing expenditures, special expenses, taxes, retirement account contributions, Medic...
Tue, 29 Mar, 2022 at 8:17 AM