Please note this is a high-level overview of key features and does not distinguish between different editions of the software. For more detail, please visit both product sites.
ESPlanner PLUS | MaxiFi Planner | |
---|---|---|
Windows-Based Desktop Tool | Yes | No |
Web-Based Tool - Works on all devices and browsers | No | Yes |
Unlimited Reports | Yes | Yes |
PDF and Excel Export | Yes | Yes |
Responsive Customer Support | Yes | Yes |
Comprehensive Lifetime Financial Plan | Yes | Yes |
Annual Spending Suggestions | Yes | Yes |
Annual Savings Suggestions | Yes | Yes |
Life Insurance Coverage Suggestions | Yes | Yes |
Covers All Social Security Benefits | Yes | Yes |
Incorporates All Social Security Rules and Provisions | Yes | Yes |
Handles Roth and Non-Roth Accounts | Yes | Yes |
Handles Non-Retirement Assets | Yes | Yes |
Handles Self-Employment Earnings | Yes | Yes |
Incorporates Federal, State, and FICA Taxes | Yes | Yes |
Considers Medicare Part B | Yes | Yes |
Handles Pensions | Yes | Yes |
Handles Vacation Homes and Real Estate | Yes | Yes |
Maximized Social Security Strategy | No | Yes |
Optimizes Retirement Account Withdrawal Start Dates | No | Yes |
Annual Spending and Saving Progress Tracking | No | Yes |
Year-at-a-Glance Report | No | Yes |
Side-by-Side Comparison Reports | No | Yes |
Monte Carlo Analysis | Yes | No |
Handles 529 Plans | Yes | No |
Includes Contingency Planning | Yes | No |
Visit ESPlanner Site | Visit MaxiFi Planner Site |