Understanding Social Security Basics: A Practical Guide
A plain-language tour of eligibility, benefit calculations, claiming ages, family benefits, and the records worth reviewing before you decide.
Read articleTake control of your retirement and get what you’ve worked so hard for. Our Social Security planning tool is your guide through the complex choices and options you and your spouse face.
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Covers all major social security rules and provisions.
Takes into account the widest variety of household configurations.
Considers all major social security benefits.
Shows the best time to begin collecting benefits.
Discover tens of thousands in extra retirement dollars.
Find your break-even date.
Roadmap to reach financial goals.
Step-by-step filing instructions.

Just as a GPS guides you on the road, our Social Security Calculator equips you with the insights and information needed to navigate the retirement journey with ease.
Social security rules can be tricky, and they're always changing. We've got the answers you need, even to the questions you might not have thought about yet.
The goal is not to promise a maximum or choose for you. It is to make the options easier to understand before you confirm a filing decision with SSA.
Start with the basicsYour life is one of a kind, and you're the expert when it comes to your own circumstances. But let's face it, navigating the maze of Social Security rules and all its complexities? That's a whole different story. That's where our tool comes in. We help you figure out how to maximize your Social Security benefits, making sure you get the most out of all those years of hard work. Let us guide you through the financial bits, so you can focus on planning for a retirement as unique as you are.
Start Your Free TrialA plain-language tour of eligibility, benefit calculations, claiming ages, family benefits, and the records worth reviewing before you decide.
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Read articleOur state-of-the-art social security maximization tool puts you and your clients on the fast track to a worry-free retirement journey.