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 |
| Upside Investing Analysis | Yes | No |
| Handles 529 Plans | Yes | No |
| Includes Contingency Planning | Yes | No |
| Visit ESPlanner Site | Visit MaxiFi Planner Site |