https://community.aarp.org/t5/Retirement/Super-Agers-AARP-Bulletin-gt-gt-gt-Your-Money-gt-gt-gt-CRUNCH/m-p/2584229#M8183 <P>This article in the November 2024 Bulletin by Richard Eisenberg should mention MaxiFi.&nbsp; 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.&nbsp; It is VERY effective and planning such transfers, including Roth conversions.&nbsp; IT does not require any information about actual account numbers to be shared; all information is in the user's control.&nbsp; I strongly recommend it.&nbsp; It should be included in the list of tools retirees and about-to-retire members should use.&nbsp;</P> Mon, 16 Dec 2024 19:02:41 GMT r345883t 2024-12-16T19:02:41Z https://community.aarp.org/t5/Retirement/Super-Agers-AARP-Bulletin-gt-gt-gt-Your-Money-gt-gt-gt-CRUNCH/m-p/2584229#M8183 <P>This article in the November 2024 Bulletin by Richard Eisenberg should mention MaxiFi.&nbsp; 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.&nbsp; It is VERY effective and planning such transfers, including Roth conversions.&nbsp; IT does not require any information about actual account numbers to be shared; all information is in the user's control.&nbsp; I strongly recommend it.&nbsp; It should be included in the list of tools retirees and about-to-retire members should use.&nbsp;</P> Mon, 16 Dec 2024 19:02:41 GMT https://community.aarp.org/t5/Retirement/Super-Agers-AARP-Bulletin-gt-gt-gt-Your-Money-gt-gt-gt-CRUNCH/m-p/2584229#M8183 r345883t 2024-12-16T19:02:41Z