Side by side

IncomePro vs MaxiFi

Both stand on retirement planning software. Which one you can start free with, which one lets you read the code, and what each costs once you pay.

IncomePro

Free trial Web

IncomePro brings retirement income, tax, and scenario projections together for advisors. Its client limits, subscription commitment, and compliance responsibilities are important factors to weigh.

Visit IncomePro

MaxiFi is designed to connect long-range financial choices with projected spending, taxes, and benefits. Its trial allows comparisons of up to three scenarios, while paid features add planning optimizers.

Visit MaxiFi

The facts

	IncomePro	MaxiFi
Free plan	A free trial	A free trial
Open source	Not published	No
Runs on	Web	Android, iPhone, Linux, Mac, Web, Windows
Lowest paid plan	Starter: $99 a month	Unlocked: $149 a year
Plans published	3	2
Maker	Not published	Not published
Website	incomepro.org	maxifi.com
On retirement planning software	#22 of 26	#18 of 26

IncomePro: what it does well

Projects five retirement income sources in one view
Stress tests four scenarios using S&P 500 sequences
Includes federal tax and IRMAA projections
Seven-day Professional trial requires no credit card
Professional includes unlimited clients and generated reports

What to know first

No free plan is listed
Starter is limited to 25 clients
Subscriptions begin with a 12-month commitment
Advisors remain responsible for regulatory compliance

MaxiFi: what it does well

Compares alternative plans for major life decisions.
Models several taxes, Social Security, and Medicare Part B premiums.
Includes annual reports with PDF and Excel exports.
Offers a 14-day trial.

What to know first

No free plan is listed.
Unlocked costs $149 a year.
Phone support is not included in the purchase price.
Not primarily an asset allocation or performance-analysis tool.

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