by Advisor Controls | Jan 29, 2021 | Social Security Optimization
Print a PDF report Click the Print button on the top right of your screen to open the print options dialog. By default, the printed PDF report includes details for the maximum (star symbol) and alternative (target symbol) start ages for benefits. (If you do not wish...
by Advisor Controls | Jan 29, 2021 | Social Security Optimization
Set client marital status Social Security Pro is a multi-screen application. The first screen, when you start a new case, lets you select your client’s marital status so that the following screens display information specific to their status. Enter household...
by Advisor Controls | Jan 29, 2021 | Social Security Optimization
View additional graphs and ledgers Click the blue graph icon to view additional graphs and ledgers for the maximum benefit start ages, or the selected alternative start ages. This will open a dialog containing an annual benefits by year graph with monthly benefit...
by Advisor Controls | Jan 29, 2021 | Social Security Optimization
Input required Only a few input items are needed to provide a reasonable estimate of Social Security benefits. Social Security Pro benefit calculations are based on user input of the estimated Social Security benefit amount at Full Retirement Age as found on a...
by Advisor Controls | Jan 29, 2021 | Social Security Optimization
Save a case When you click “Save” the first time after creating a new case, the save dialog will open asking for a Case Name. It will default to the first names and last name. You may change the default to anything you want, but we recommend that you leave...
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