How do I run a Social Security report that doesn’t necessarily maximize benefits, but instead generates benefits for specified ages of husband and wife? Looking at the analysis for different situations is great, but I need to create the output for a scenario that as an advisor I recommend.
Monthly Archives: February 2014
New Social Security tool debuts for advisers
The latest benefits optimizing software is free….Investment News article on GoWealthPro’s Social Security Maximizer tool.
http://www.investmentnews.com/article/20140218/BLOG05/140219913
Plan Adviser article on Social Security
www.planadviser.com/OMYEN_Releases_Social_Security_Software.aspx
GoWealthPro Announces The Advanced Social Security Planning Technology
GoWealthPro Social Security Maximizer takes only 5 to 10 minutes for financial advisors to compare different strategies and recommend an optimum Social Security plan for their clients. It is also available free of charge to all financial advisors.
Exercised options
Does anyone know if exercised options information automatically goes to the cash flow module?