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
Expert Review provides a personal review of your 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 Social Security Professional
Your $200 license is restricted for the use of one planner. If you have multiple planners in your firm, please purchase a separate license for each planner. Your license allows you access to the software for a full year from the date of purchase.
Allows you to set up cases for multiple clients.
Custom report cover page with logo.
Maximize My Retirement Accounts
Optimizing Social Security decisions is just one way to safely raise your lifetime spending. Let us run our acclaimed ESPlanner software for you and determine not just your best Social Security strategy, but also your best retirement account withdrawal and Roth conversion strategy -- the one that minimizes your future taxes and maximizes your lifetime spending. We'll also examine with you several other safe ways to raise your living standard. Buy now and we'll email you right away and personally guide you to a higher sustainable living standard.
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Calculations may take 10 minutes or more, please be patient.
All versions of Maximize My Social Security take into account
- 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