I’m curious about MaxiFi Planner. Unless I’m missing something, I can’t sign up on any sort of trial basis, but I don’t know if it will handle some of the things that affect my finances. There is a website page that offers a feature comparison, which makes it sound like MaxiFi does everything ESPlanner does, with a couple of exceptions, but it doesn’t offer much detail.
Here are a few of things that I depend on with ESPlanner. Can I do these with MaxiFi?
1. Enter a series of future annuity payments, specifying which are taxable and which are not.