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MaxiFi vs RetirementView

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MaxiFi

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

FactMaxiFiRetirementView
HeadquartersProvidence, Rhode Island, United StatesMarietta, Georgia, United States
PurposeMaxiFi creates a lifetime financial plan and calculates sustainable annual spending based on income, assets, taxes, Social Security, and other inputs.RetirementView creates retirement savings and income projections to help users estimate whether their assets can meet retirement income goals.

MaxiFi plans

  • 14-Day TrialFree
  • Unlocked$149 a year

RetirementView plans

  • Personal Edition$197, paid once
  • Couples Edition$297, paid once
  • Professional Edition$899 a year

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.

Pick RetirementView if…

RetirementView suits individuals or couples planning retirement, and professionals preparing retirement-income illustrations for clients or participants. It is available for macOS and Windows.

Charts they share