One thought on “Social Security Maximizer – How to use the tool?”

1. Dear Laura,
   The usage of the tool is straightforward. You put a client’s information and hit the “Maximize” button on right. You need not select any strategy as the software automatically runs all different strategies for you including file/suspend and restricted option for different start ages. The output  shows maximized benefits as well as individual/spousal benefits to help you understand the audit trail behind the finalized numbers.  In most cases, that’s the only thing you will do.
    
   For your peace of mind we also have the option to run a particular strategy e.g file/suspend and restricted option. Simply select one of them and click “Analysis”.
    
   Finally, if a client wants to start benefits at some other date, you can override the system recommendation by clicking the “Specific Scenario” option on right.
   You can access this help and more resources within the software itself.

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