Should I purchase MaxiFi Planner instead of ESPlanner?
MaxiFi Planner is not just a web-based version of ESPlanner. Both MaxiFi Planner Standard and Premium offer more. With the new web-based MaxiFi, users experience a modern program interface which makes the experience of entering data much more intuitive and pleasant. But both MaxiFi Standard and MaxiFi Premium do something very important that ESPlanner, ESPlannerPLUS, and ESPlannerPRO don't do. They all maximize household lifetime spending by optimizing over Social Security claiming strategies, retirement account withdraw dates, the decision of when to take Roth and non-Roth retirement money, and the decision of whether to annuitize one's retirement benefits.
Learn more about the relationship of MaxiFi to ESPlanner and the plans for ESPlanner going forward