Your smarter financial future begins
with a one-year subscription to MaxiFi Planner®
with a one-year subscription to MaxiFi Planner®
Free with all subscriptions!
Per Session
Per Session
Standard | Premium | PRO | |
---|---|---|---|
Comprehensive Lifetime Financial Plan | Yes | Yes | Yes |
Annual Spending Suggestions | Yes | Yes | Yes |
Annual Savings Suggestions | Yes | Yes | Yes |
Life Insurance Coverage Suggestions | Yes | Yes | Yes |
Covers All Social Security Benefits | Yes | Yes | Yes |
Incorporates All Social Security Rules and Provisions | Yes | Yes | Yes |
Up to Date with Tax Cuts and Jobs Act of 2017 Changes | Yes | Yes | Yes |
Up to Date with SECURE Act of 2020 | Yes | Yes | Yes |
Handles Roth and Non-Roth Accounts + Roth Conversions | Yes | Yes | Yes |
Handles Inherited IRAs | Yes | Yes | Yes |
Handles Non-Retirement Assets | Yes | Yes | Yes |
Incorporates Federal, State, and FICA Taxes | Yes | Yes | Yes |
Considers Medicare Part B | Yes | Yes | Yes |
Handles Pensions | Yes | Yes | Yes |
Handles 529 Education Savings Plans | Yes | Yes | Yes |
Handles Vacation Homes and Real Estate | Yes | Yes | Yes | Maximized Social Security Strategy | Yes | Yes | Yes |
Maximized Retirement Account Withdrawal Strategy | Yes | Yes | Yes |
Optimizes Retirement Account Withdrawal Start Dates | Yes | Yes | Yes |
Create Annual Budget and Track Spending | Yes | Yes | Yes | Unlimited Reports | Yes | Yes | Yes |
PDF and Excel Export | Yes | Yes | Yes |
Responsive Customer Support | Yes | Yes | Yes |
Contingency Planning and Survivor Reports | Yes | Yes | |
Living Standard Monte Carlo® Tools | Yes | Yes | |
Define Custom Assets and Investment Strategies | Yes | Yes | |
Handles Multiple Clients | Yes | ||
Customized Report Cover Page | Yes |