January 23, 2024
Social Security Optimization
New optimization engine to help determine the best Social Security claiming strategy for your situation.
Version 23 focuses on Social Security optimization, helping you maximize retirement benefits through strategic claiming decisions.
Claiming Strategy Analysis
- Analyze different claiming ages (62 to 70)
- Find the optimal strategy for your situation
- Break-even analysis for early vs delayed claiming
Spousal & Survivor Benefits
- Coordinate claiming strategies between spouses
- Optimize survivor benefit considerations
- Factor in life expectancy assumptions
Integrated Planning
- Social Security integrated with overall retirement income
- Updated benefit calculations for accuracy
- Coordinate with withdrawal strategies