Subscribe to Maximize My Social Security for Planners

Maximize My Social Security for Planners helps your clients decide when to collect retirement, spousal, survivor, divorcee, parent, and child benefits.

This online program collects data about your client's family, their earnings and intended benefit collection dates. It shows you the annual values of the different benefits they will receive and which benefit collection dates provide them with the highest lifetime benefits.

In addition, you get to support many clients and perform what if comparisons all for one low cost.

Maximize My Social Security for Planners takes into account the earnings test, reductions for early retirement, the re-computation of benefits, the delayed retirement credit, the family benefit maximum, the windfall elimination provision, the government offset provision, and the option to file and suspend collection of retirement benefits.

As discussed in this case study, deciding when to take Social Security is a highly complex decision. But making the right decision can make a very substantial difference to your old-age income and living standard.

Unfortunately, what's best for one household is not best for another. In addition, Social Security Administration's rules are so complex as to make it virtually impossible for anyone without a well programmed computer to make intelligent collection date decisions. This is why we constructed Maximize My Social Security for Planners, to give financial planners suggestions about what collection dates are best for their clients.

There is no software to download. This is a web-based application, so after purchase, just login and begin using the program. Your subscription is good for 12 months from date of purchase, after which you will need to purchase an annual renewal if you wish to continue using the program.

Getting Started is Easy
Web-based software. Works on ALL browsers. No download.