Ask Larry

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.

By the way, file and suspend is still available, but the amendments passed by Congress in 2015 eliminated most of the advantages from using the strategy.

Best, Jerry

Posted: 
Mar 5 2018 - 6:42am
MaxiFi software running on a laptop
Get What's Yours!
Discover tens of thousands in extra retirement dollars with Maximize My Social Security software!
  • Find your maximized strategy
  • Unlimited what-ifs
  • Step-by-Step filing instructions
  • Our software's lifetime-benefit increase for an illustrative couple earning $65K each and planning to take retirement benefits at 62.

    Results will differ based on your specific case and filing strategy.

Getting Started is Easy
Web-based software. Works on ALL browsers. No download.
$40 Annual Household License
$250 Annual Financial Advisor License