Your $40 license is restricted to your use only for your own household. If you have friends and relatives who wish to use the program or have you run it for them, please purchase a separate license for each household. Your license allows you access to the software for a full year from the date of purchase.
Maximize My Social Security Products
Maximize My Social Security helps single or married persons decide when to collect retirement, spousal, widow(er), divorcee spousal, divorcee widow(er), child-in-care spousal, mother (father), young child, and disabled child benefits. Now also handles adults receiving disability benefits!
Features include: web-based platform, side-by-side comparison of chosen and optimal strategy, license good for one year from the date of purchase.
Web based – Works with all popular browsers - No download
Maximize My Social Security
Maximize My Social Security Professional
Your $250 license cannot be shared. Each planner in your firm that provides clients a Social Security maximization plan based on our software must purchase their own license even if plans are being produced centrally (e.g., by a single assistant in the office).
Allows you to set up cases for multiple clients.
Custom report cover page with logo.
Maximize My Social Security Expert Review
Expert Review provides a personal review of your report of your own or your client’s report with our Social Security expert. This product is for current customers only. You must first purchase our individual or professional product to use this service. One-hour of review time with our Social Security expert.
Maximize My Retirement Income
Our new service, Maximize My Retirement Income, looks at a range of ways, including maximizing Social Security, to raise your retirement income. These include tax planning, retirement account planning, Roth conversions, downsizing your home, buying annuities, moving to a lower-cost state, and taking out a reverse mortgage.
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Calculations may take 10 minutes or more, please be patient.
All versions of Maximize My Social Security account for
- Retirement, spousal, and survivor benefits
- Child, divorcee, mother and father benefits
- Social Security's earnings test
- Reductions for early retirement
- Re-computation of benefits
- Delayed retirement credit
- Family benefit maximum
- Windfall elimination provision
- Government pension offset
- Deeming provisions
- File and suspend & start, stop, start strategies
- Email customer support
- Online software -- no download required
- Works on PC and Mac
- Unlimited “what-if” scenarios