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Enter the percentage to grow each year from the Start Year to the End Year. For example, if you've entered a Start Year of 2030, an End Year of 2032, an...

By default our calculations provide a stable living standard per household member through time to the extent permitted by cash-flow (borrowing) constraints....

Annual growth rate for the annuity payout. For example, enter 0% if the annuity payout remains the same regardless of inflation, or enter a rate equal to yo...

Number of years from the annuity start date that annuity payment is guaranteed. This is called the "certain period." If you enter any number of y...

This field is required for tax calculations for non-qualified annuities only. Enter the total cost (total premiums, contributions, or other amounts paid) pl...

To calculate taxes MaxiFi needs to know what funds were used to purchase the annuity Qualified: Funds from tax-deferred plans, such as a traditional IRA, ...

This is the percentage change in the Per Adult Living Standard for survivors of this individual. We use this value when calculating life insurance coverage ...

By default, we show risk analysis charts so they are scaled to their contents. For example, if the highest living standard in your Base Strategy is $55,000 ...

Please note: We are assessing the impact of the One Big Beautiful Bill Act (OBBBA) passed on July 3, 2025, and will be updating our tax calculations in comi...

You can specify Funeral Expenses to ensure that these costs are accounted for and available not just in the entered year of death, but in any year starting ...