Social Security Optimize

Welcome to Social Security Optimize!

Social Security benefit election is one of the biggest financial decisions in your retirement. The lifetime guaranteed income provided from your earnings contributions over the years is a critical solid foundation to fund your retirement.

It is your time to realize the maximum benefits earned from your years of contributions to the program.

Let us help you optimize your retirement income. Don't be one of the millions of Americans leaving money on the table with inefficient choices resulting in reduced benefit payments!

Educate

We provide information to help you understand the Social Security program and your various benefit election options

Evaluate

Your responses to a series of questions will be inputs into the optimization model, and will guide the custom strategy

Optimize

Our proprietary actuarial model will analyze your unique situation and measure the value of different benefit election strategies

SSO calculator by the numbers...

  • 71% - 125% range of benefits relative to full retirement benefit amount

  • Up to $250,000 in lifetime benefits added on a typical retiree (see case study)

  • 15 basic questions to answer to customize your strategy recommendations

  • 15 minutes or less time required to complete the personal questionnaire

  • $99 one-time cost per user for lifetime access to your personalized results report

  • 100% Satisfaction Guarantee - if for any reason you are not satisfied with your purchase, we will refund the full amount


Calculator is under construction - please submit your email to participate in free BETA testing and to receive notifications with updates