A client of mine wanted to know relative benefits of taking lesser Social Security payments sooner and investing the money at some investment rate. Does Social Security Maximizer allows a comparison along those lines?
How do I model a scenario for a widower who remarried? Under benefit type there is 1. regular, 2. Ex-spouse benefits and 3. Widow/widower & dependent children benefits. There is no survivor as a benefit type. When I choose 3 it changes the Plan type to single.
My clients are married, husband age 65 and wife 62 and have a child age 14. The ssanalyzer program illustrates that the older of the couple upon filing for retirement benefits at age 66 and suspending triggers a benefit for the minor child based on the parent’s earnings record. Plus it illustrates another benefit; a “Child in Care” benefit for the spouse. I can’t make your program produce a benefit for the child at all.
I would appreciate any help you can give me.
A married client is already taking Social Security benefits. Her spouse is eligible for Social Security on his own record. He is about to attain full retirement age and wants to start taking benefits. How do I find out the benefit of restricted claim (spousal benefits while delaying own benefits)?
My client received a substantial amount of inheritance. When I change her brokerage portfolio balance I get a warning and system changes the amount back to the old value. How do I address this issue?
My client has some savings in a CD account earning a fixed rate of return. What’s the best way to model it?
Tried the new milestone functionality. I like it. In one case it did not allow me to enter the end date. But I soon realized that it was due to a typo. Good stuff.