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Flexible Retirement Planner vs MaxiFi

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MaxiFi

7.6#3 in retirement planning softwareFrom $149 a year
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What both publish

FactFlexible Retirement PlannerMaxiFi
Company headquartersThe license identifies Random Walk Ventures LLC as operating from New Hampshire, United States.LinkedIn lists Economic Security Planning, Inc. in Providence, Rhode Island.
Documentation depthThe site provides documentation pages covering overview, inputs, spending policies, additional inputs, settings, outputs, sensitivity analysis, source code, and further reading.The support center contains user-manual articles, quick-start guides, videos, report explanations, screen guides, glossaries and troubleshooting topics.
Founded20061993
FounderJim Richmond is identified as founder and president of Random Walk Ventures LLC.Laurence Kotlikoff says he founded Economic Security Planning, Inc. in 1993 and serves as CEO.
PurposeThe planner uses Monte Carlo simulation to model retirement outcomes and reports a probability of success.MaxiFi creates a lifetime financial plan and calculates sustainable annual spending based on income, assets, taxes, Social Security, and other inputs.

Flexible Retirement Planner plans

  • Personal EditionFree
  • Personal useFree

MaxiFi plans

  • 14-Day TrialFree
  • Unlocked$149 a year

Pick Flexible Retirement Planner if…

It suits individuals planning retirement who want to model scenarios for personal educational use. Educators and trainers may also use it for educational purposes.

Pick MaxiFi if…

It suits people weighing financial choices across career, housing, and retirement stages. It may be useful to those who want to compare scenarios and project taxes, benefits, and spending.

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