Turn Complex Claiming Choices Into Confident Decisions

Help clients understand the impact of when they claim and why it matters.

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OUR PLANS

Social Security Optimizer, Reinvented

  • Worker, spousal, and survivor benefits
  • Retirement Earnings Test coverage
  • Heatmaps and optimization
  • Multiple benefit estimation methods
  • Longevity and mortality modeling
  • Model future benefit cuts
  • Include opportunity cost
  • Break-even point calculations
  • Portfolio and withdrawal stress testing
  • Compare strategies
  • Monthly and annual strategy details
  • PDF Reports

The Social Security Optimizer is also available as part of the Income Lab Full Suite

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See the social security optimizer in action

Optimize Social Security Decisions in Minutes

Learn how the Social Security Optimizer can elevate your planning process and client conversations with visual, interactive tools - all in one place!

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