Maximize My Social Security Software

Does Your ESPlanner Software Cover All Of The Things Your Maximize My Social Security Software Covers?

Does your esplanner software cover all the things that your Maximize my Social Security software covers, or are we better off buying both?

Hi,

The ESPlanner does not optimize Social Security, but MaxiFi does. The video on the homepage of this site is a nice introduction to our software options, and you can use the 'contact us' link at the bottom of the homepage if you have further questions about the software.

Best, Jerry

Does Your Software Take Into Accout The Ability To File A Restricted Application?

Does your software you sell take into account the ability to file a restricted application? I was born March 26, 1953 and my wife was born August 12, 1954. Neither of us has applied for social security as yet. My social security payout at 66 is $2706/mo and my wife’s is $1530/mo.

Hi,

Would An Up To Date Analysis Benefit Me?

I purchased your program back in 2014, but did not renew. I will turn 69 this year. I filed and suspended for benefits. My wife will turn 69 this year. Since 2015 she has been drawing benefits based on me having filed and suspended. I plan to continue suspending benefits until next year. I am planning to repurchase your program to have the benefit of a 1 hour consultation. I would like assurance that there is still some benefit in purchasing an up to date analysis from your company. Thanks, Walter

Hi Walter,

Is Your Software Up To Date?

I am considering purchasing your software. However in the promo material you list one of your strategies as File and Suspend which is no longer available (born 1952 and 1953). Rather we are considering Restricted application. Is your software up to date on this matter ?

Hi,

Yes, all of our software is fully updated to incorporate the most recent changes to Social Security law. And, our software should be particularly helpful to you if you and your wife have the option to file a restricted application for spousal benefits only.

How Do I Go About Using Your Maximization Software?

How do I go about using your maximization software ?

Hi,

You should start by clicking on the 'Purchase' link at the top of this page. Once you complete your purchase, using the software is self-explanatory and walks you through the steps required to get your results. If you have any questions or problems while using the software, you can submit an online contact form via the help menu and one of our experts will be happy to assist you.

Best, Jerry

Can You Recommend Someone To See About My Social Security?

I would like to set up an interview about maximizing social security. Can you recommend someone near me?

Hi,

We don't offer in-person services, but our expert review service includes a 1 hour telephone consultation. For more information, please refer to the purchase page. Otherwise, you could try visiting your nearest Social Security office: https://secure.ssa.gov/ICON/main.jsp.

Best, Jerry

Is Your Software Automatically Renewed?

I notice that your software is available for a $40 annual license fee. Is this an automatic renewal? If I pay for the annual license this year to start my retirement planning (I am currently 53) do I need to continue to pay the $40 every year until I start drawing Social Security?

Hi,

No, annual subscriptions to our software are not renewed automatically.

Best, Jerry

Does Your Calculator Handle My Type Of Scenario?

I am 2.5 years younger than my wife. She is a retired (3 years) Texas teacher receiving a Teacher's pension. Her social security benefits were reduced because she has a teacher's pension from the Texas Retirement System. I turn 65 in Feb 2018 and have filed for SSN benefits starting in March 2018. I will earn $22,000 in Jan-Feb-March. Does your calculator handle this type of scenario? I need help maximizing our retirement income.

Hi,

Would The Maximization Software Be Of Any Benefit To Me If I'm Already Drawing Benefits?

I turned 66 in January and had been on disability towards the end of 2016 because of a surgery - I was going to extend the disability but was told that when I turned 66 my disability would trigger my receiving social security instead. Even though my long term plan had been to wait until I was 70 to draw (continuing to work-I am self employed- until then once healed from surgery) . Thus my question is since I am already drawing would the Maximize My Social Security be of any benefit to me. I get conflicting information from the SS Office regularly.

Hi,