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

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Super Agers AARP Bulletin >>> Your Money >>> CRUN...

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

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‎12-16-2024 02:02 PM

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.

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