Hello, I would like to run the tools mentioned here for my mother and myself consequently, I'm not sure which license to buy: $40 Annual Household License or $250 Annual Financial Advisor License. My father has passed away, and would like to find out if my mother who continues to work part-time can obtain some benefits from my father's or other areas she can maximize her social security benefits. Thanks, Aida
Maximize My Social Security Software
I am currently 54. I am trying to familiarize myself with the ins and outs of SS before I need to make decisions. As I was reading your answers you often refer to running the software. What is this software and where can I get it? I would also like to make an appointment with a professional to discuss my particular situation. How do I find an appropriate expert? What should their credentials include?
Thank you for your assistance,
Hi Larry, I will start collecting full retirement at 66 next year and am married to younger woman of 40 years of age. We have an 8 year old daughter. I have read through all the regs pertaining to what we can qualify for but am still confused. Do I need to take my own calculations to the SS meeting or are they automatically calculated based on information I supply? Do I need to consult with an expert beforehand? Can the information from your software prepare me adequately? Would appreciate an answer. Thanks, Arturo
I would like to use the Maximize Social Security for analysis of my social security and my mother's social security so I'm trying to understand if I need to purchase : $40 Annual Household License or $250 Annual Financial Advisor License. Thank you, Aida
Hi Aida, Please just purchase two $40 licenses, one for you and one for your mom. My best, Larry