MaxiFi vs RetirementView
MaxiFi
maxifi.comRetirementView
torrid-tech.comSide by side
| Figure | MaxiFi | RetirementView |
|---|---|---|
| Price from | $12.42/mo | $74.92/mo |
| Free plan | — | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | — |
| Windows | Yes | Yes |
| macOS | Yes | Yes |
| Linux | Yes | — |
| iOS | Yes | — |
| Android | Yes | — |
| Plans published | 2 | 3 |
| Spec score · Retirement Planning Software | 9.0 (#2) | 7.6 (#16) |
| Headquarters | Providence, Rhode Island, United States | Marietta, Georgia, United States |
| Purpose | MaxiFi creates a lifetime financial plan and calculates sustainable annual spending based on income, assets, taxes, Social Security, and other inputs. | RetirementView creates retirement savings and income projections to help users estimate whether their assets can meet retirement income goals. |
| Support | Support is provided through online tickets, with listed contact hours Monday through Friday, 8 a.m. to 8 p.m. Eastern; phone support is not included in the purchase price. | Consumer licenses include technical support by email or phone, while Professional Edition licenses include priority technical support by email or phone. |
Plans
RetirementView
- Personal Edition$197, paid once
- Couples Edition$297, paid once
- Professional Edition$899 a year
In their own words
MaxiFi
MaxiFi builds a lifetime financial plan and estimates sustainable annual spending using income, assets, taxes, Social Security and other inputs. You can revise the plan to compare choices such as changing jobs, buying a home or retiring early. It models federal, state, FICA and IRMAA taxes, Social Security benefits and Medicare Part B premiums. Paid optimizers cover Roth conversions, Social Security filing and retirement withdrawals. Living Standard Monte Carlo compares how investment strategies and spending behavior affect discretionary spending; the software also estimates life insurance needs using contingency plans. Annual reports can be exported as PDF or Excel files, and plans can be shared with an advisor who has a MaxiFi PRO subscription. MaxiFi is available on Android, iOS, Linux, macOS, web and Windows. It offers a 14-day trial with limited features and comparison of three alternate scenarios. The Unlocked plan is listed at $149 a year. Support is through online tickets; phone support is not included.
RetirementView
RetirementView has no write-up on Specifiction yet; its figures are above.