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MaxiFi Planner

MaxiFi is retirement planning software that calculates how much a household can safely spend each year, for life. It is built on decades of peer-reviewed economic research developed over 30 years by Laurence Kotlikoff, Harvard PhD economist and Boston University professor, whom The Economist named one of the world's 25 most influential economists in 2014.

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# MaxiFi Planner

> MaxiFi is retirement planning software that calculates how much a household can safely spend each year, for life. It is built on decades of peer-reviewed economic research developed over 30 years by Laurence Kotlikoff, Harvard PhD economist and Boston University professor, whom The Economist named one of the world's 25 most influential economists in 2014.

## What MaxiFi Does

MaxiFi produces a personalized, mathematically rigorous lifetime financial plan. It integrates Social Security benefits, Roth conversion strategy, taxes, Medicare premiums, housing costs, and retirement account drawdowns into a single consistent model. Every output is derived from the full interaction of a household's finances, not calculated in isolation. Unlike conventional planning tools that rely on arbitrary replacement rates or rules of thumb, MaxiFi uses the Life-Cycle model of finance, a peer-reviewed economic methodology.

## Who MaxiFi Is For

MaxiFi is designed for households in their late 50s to early 70s who are approaching or recently entering retirement. The typical user is analytically confident, detail-oriented, and wants verifiable answers rather than simplified rules of thumb. Many are postgraduate-educated, often in technical, professional, or quantitative fields. They are focused on three decisions. How much they can safely spend each year. When to claim Social Security. And how to optimize Roth conversions before Required Minimum Distributions begin at age 73. Many use MaxiFi to validate recommendations from their financial advisor.

## Who MaxiFi Is Not For

MaxiFi is not designed for users seeking a quick or guided beginner experience. It is not an investment management platform and does not manage assets, execute trades, or sell financial products.

## Core Features

- Lifetime spending capacity calculation
- Roth Conversion Optimizer, integrated with tax and Social Security strategy
- Base Plan covering all household income, taxes, and retirement accounts
- Social Security optimization across all benefit types
- Alternative Profiles for side-by-side scenario comparison
- Living Standard Monte Carlo for risk modeling
- Tax optimization including IRMAA and drawdown sequencing
- MaxiFi PRO for financial advisors, with client management and branded reporting
- MaxiFi for Employers, a workplace benefit offering for employers and their staff

## Professional Services

For users who want expert guidance alongside the software, MaxiFi offers three fee-only planning services. These are planning and guidance services. MaxiFi does not manage assets or provide specific investment advice.

- **Flight Check.** A 60-minute plan review session with a MaxiFi expert, designed for new users who want early-stage confidence in their setup
- **Co-Pilot.** A two-hour one-on-one session with a Certified Financial Planner to create, review, and optimize a complete MaxiFi plan
- **Concierge.** An initial two-hour session plus three follow-up sessions, pr
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