MaxiFi Planner features
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.
2. Run a scenario where my discretionary spending is reduced annually by, say, 1%.
3. Specify a prediction as to when and by what amount my social security benefits will be reduced.
4. Specify a prediction as to when and by what amount my taxes will increase.
Wed, 04/04/2018 - 17:40
Yes, MaxiFi can now do all
Yes, MaxiFi can now do all those things. I assume by #1 you mean that you enter those as special receipts. It handles things like ESPlanner in that regard.
Thu, 04/05/2018 - 08:48
Yes, that's what I meant, in
Yes, that's what I meant, in regard to annuity payouts. Thanks, I'll give it a try.