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If you choose this option, we will analyze all possible Social Security benefit filing date combinations -- sometimes hundreds of thousands of different com...

Please note that this option is not available in MaxiFi Standard.  If you choose this option, we will analyze converting different amounts in different yea...

If you choose this option, we will find which of these three options results in more household lifetime discretionary spending: 1) Withdrawing from Roth acc...

If you choose this option, we will analyze different years that you could start smooth withdrawals from your retirement accounts to find the start year that...

Enter information about lump sum or recurring pensions. Do not enter information about Social Security benefits or retirement accounts, such as 401k or Roth...

Asset Type is currently used for organizational and descriptive purposes only. In the future we may add features related to different types of assets, but a...

This number refers to the end-of-year balances you entered under Household Regular Assets and how much of those assets represent unrealized long-term capita...