Social Security Optimizer within Decision Lab
Decision Lab is here to help you instantly show clients the real impact of their key retirement choices.
▶ Social Security Optimizer Tutorial
Maximize Social Security
Quickly and easily determine the most optimal Social Security claiming strategy for your clients. Stress test complex scenarios, such as a reduction of Social Security benefits in the future or the impact of different life expectancy assumptions, and the opportunity costs related to delaying benefits.
What strategy would produce the most lifetime benefits?
What happens if Social Security benefits are cut?
The Social Security Optimizer can help you answer these questions, and more!