Social Security Maximizer
The Social Security Maximizer feature simplifies decision-making by determining your optimal Social Security filing strategy. It evaluates more than 700 filing strategies to identify the one that maximizes lifetime benefits within your retirement plan.
Quickly find the Social Security filing strategy that maximizes lifetime benefits
This powerful tool takes into account retirement, spousal, and survivor benefits, and incorporates key benefits rules including early benefit reductions, delayed retirement credits, earnings test adjustments, RIB LIM, and restricted application and deeming rules.
Simply activate the
Social Security Maximizer switch and run an analysis of your Social Security filing options. The results of the analysis can be reviewed through interactive charts, along with an estimate of the additional benefits you may be eligible for. The optimized strategy can then be applied directly to your retirement plan.