Are you wondering when to start taking your Social Security benefits? Let us help you make an informed decision with our latest client-friendly software, designed to simplify your Social Security planning.

• Personalize Your Plan: Just enter your birthdate and your Primary Insurance Amount (PIA) - which you can find on your Social Security statement. Don't have it? No problem! Set up an account at ssa.gov/myaccount to get your latest statement.
• Include Your Family: Got kids? Add their birthdates, and for those under 18, include their expected high school graduation date. This ensures they're part of your planning too!
• Explore Your Options: Our software calculates the benefits you'll receive based on when you decide to claim Social Security. Watch how different claiming ages change your monthly and cumulative benefits up to your expected lifespan.
• Visualize Your Future: With our tool, you'll see clear, easy-to-understand scenarios that help you and your advisor decide the best time for you to claim Social Security.
• Educational PDF Reports: After we've crafted your personalized scenarios, you can get PDF reports. These are perfect for discussing your options with us, making complex information visually simple.