How do I run a Social Security report that doesn’t necessarily maximize benefits, but instead generates benefits for specified ages of husband and wife? Looking at the analysis for different situations is great, but I need to create the output for a scenario that as an advisor I recommend.
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GoWealthPro Social Security Maximizer takes only 5 to 10 minutes for financial advisors to compare different strategies and recommend an optimum Social Security plan for their clients. It is also available free of charge to all financial advisors.
Does anyone know if exercised options information automatically goes to the cash flow module?