Super Agers AARP Bulletin >>> Your Money >>> CRUNCH YOUR FUTURE NUMBERS … MISSING Tool: MaxiFi

This article in the November 2024 Bulletin by Richard Eisenberg should mention MaxiFi.  It is a wonderful tool to plan withdrawals from pre-tax and post-tax retirement accounts and other financial accounts (along with other information the user provides to plan for a uniform lifestyle until a distant future date.  It is VERY effective and planning such transfers, including Roth conversions.  IT does not require any information about actual account numbers to be shared; all information is in the user's control.  I strongly recommend it.  It should be included in the list of tools retirees and about-to-retire members should use.