Social Security Optimizer:Boss
Social Security Optimizer: Boss is a retirement planning app that helps you decide the best time to claim Social Security to maximize lifetime income. With AI-powered analysis, it personalizes your claiming strategy, coordinates spousal and survivor benefits, and shows the tax and earnings impact of each choice. Ideal for near-retirees, couples, and financial planners who want a clear Social Security calculator and benefits optimizer. Core features include a claiming age optimizer with break-even and lifetime projections, spousal and survivor strategy planning for household income, and scenario testing for work income, COLA, inflation, and life expectancy. Generate clean reports you can save and share to support confident, data-driven decisions.
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1. Download and create your account. 2. Build your profile by entering date of birth, marital status, estimated Social Security benefit or PIA, planned retirement age, and basic health or longevity outlook. 3. View recommendations to see optimal claiming ages, projected monthly and lifetime benefits, break-even points, and the impact of taxes and the earnings test. 4. Compare scenarios by adjusting continued work income, retirement age, COLA, inflation, and life expectancy to see how results change in real time. 5. Save your plan, export a summary report, and set reminders for key claim dates or follow-ups with your advisor.
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