![]() This allows you to see exactly how your client’s money will last through retirement. ![]() ![]() Each category is detailed annually showing fixed and discretionary spending, retirement account withdrawals, taxes, etc. The program presents detailed plans including a Projected Lifetime Balance Sheet showing income and expenses through age 100. Learn more about how MaxiFi Planner PRO works MaxiFi Planner incorporates the revolutionary Economics Approach to personal financial planning. None of our products or services recommend the purchase of specific financial products.Use MaxiFi Planner PRO to build valuable lifetime financial plans for your clients. The company's financial plans and recommendations, including all of such plans and recommendations provided by its direct planning services, should be viewed as suggestive and informative educational inputs into your financial decision-making. From time to time the output may contain errors that may be based upon, among other things, human data entry, aggregation and decompilation of data, processing of data through third party calculation engines and other processes that can give rise to errors. In addition, output from the software tools and planning services may incorporate data obtained from third parties and such data (including any calculations that is based on such data) is provided on an “as is” basis. Like any software products, Economic Security Planning, Inc.'s software tools may have errors in its underlying code, and the assumptions about the future that it makes and that users input may prove false. does not guarantee that the suggestions and recommendations derived from its software tools and planning services will necessarily achieve a secure economic plan. Securities and Exchange Commission or any state securities agency, is not a registered broker-dealer and maintains no other regulatory credentials associated with the management of financial assets. is not an investment adviser registered with the U.S. The creators of Economic Security Planning's software are not certified, registered, authorized, or any other form of financial planners. Optimizes Retirement Account Withdrawal Start DatesĪnnual Spending and Saving Progress TrackingĬontingency Planning and Survivor Reportsĭefine Custom Assets and Investment Strategiesĭisclaimer: The suggestions and recommendations provided by Economic Security Planning, Inc.'s software tools and planning services do not constitute financial or investment advice. Maximized Retirement Account Withdrawal Strategy Incorporates Federal, State, and FICA Taxes Handles Roth and Non-Roth Accounts + Roth Conversions Up to Date with Tax Cuts and Jobs Act of 2017 Changes Incorporates All Social Security Rules and Provisions Take control of your financial future starting today! It’s easy to use and we have excellent customer support. Learn More: How Living Standard Monte Carlo ® Works This lets you spend more in early years based on the presumption your risky assets will pay off. You tell MaxiFi how you will invest through time and how aggressively you'll spend. As you exit the market, MaxiFi raises your living standard floor based on the simulated amount of stocks that have been converted to safe assets.įull Risk Investing assumes you spend each year out of all your assets - safe and risky. It then builds a base living standard floor assuming all other investments are safe and that your stocks lose all value. You tell MaxiFi about your current and future stock investments and when you'll exit the market. MaxiFi has two ways to run Living Standard Monte Carlo to help you balance living standard risk and return: MaxiFi's Living Standard Monte Carlo ® simulations show how different investment strategies and spending behaviors impact your bottom line – your living standard. Manage your living standard risk with our powerful tools
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