Customer Support

Basics 11

• How long will this take?
• What will the report look like if I leave names blank?
• I add up the yearly numbers but they don't match the lifetime totals. Why?
• Why do you ask about child disability?
• How do I change marital status?

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Earnings and Pensions 12

• How do I know if a pension is covered or non-covered?
• Should my military pension be entered as a non-covered pension?
• Why does my pension amount decrease every year when it should be inflation adjusted?
• What if I don't have access to my deceased or divorced spouse's past covered earnings?
• What If I'm past my full retirement age (FRA) but the software is asking for my estimated retirement benefit at my FRA?

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Social Security 22

• What are the different types of Social Security benefits?
• How does the Bipartisan Budget Act of 2015 affect me?
• What are Childhood Disability Benefits (CDB), Social Security Disability Benefits (DIB) and Supplemental Security Income (SSI) benefits?
• For benefit amounts or estimates, do you want the gross benefit amount before deductions?
• What do you mean by past covered earnings?

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Maximized Social Security Report 12

• How do I ensure I'll actually file as intended?
• Do you account for lost earnings on investments I sell to allow me to delay filing for benefits?
• How do I apply for Social Security benefits?
• Can the software's estimates match AnyPIA's estimates if I'm under age 62?
• Why does the software show one spouse claiming before their FRA and suspending soon after?

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Pro Features 1

• How do I customize the report cover page?

Glossary 14

• Child's Benefits
• Covered Earnings
• Disability Benefits
• Earnings Deduction
• Earnings Test

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Field-Specific Help 4

• Growth Rate
• Non-Covered Pensions and Retirement Accounts
• Pension Percent Inflation Indexing
• What-If (Planned) Benefit Filing Dates

Basics 6

• What information do I need to get started?
• How are inflation rate and nominal rate of return determined and used in MMSS?
• Why does the maximum age of life default to 100?
• How do I change maximum age of life?
• Should I use the break-even date when deciding when to file?

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Earnings 3

• Why can't I change Last Year With Earnings in some cases?
• How to import past covered earnings
• Import Social Security Earnings: XML

Field-Specific Help 1

• How do I enter birthdate when only month and year are allowed?

Organizations and Family Sharing 7

• Organizations and Family Sharing Overview
• Set Up an Organization
• Invite Members to Join an Organization
• Remove a Member from your Organization
• Change access level for members of an Organization

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Purchase and Renewal 4

• Do you automatically renew my subscription?
• How do I renew my subscription?
• Can you tell me a little more about the Expert Review?
• Upgrade to Premium

License Questions 2

• Can others in my financial planning office use this software?
• Can I use the household version to help my friends?

Security and Privacy 1

• Is my data secure?

Compatibility 2

• Will your software work on my iPad, tablet, phone, etc.?
• What operating systems (Mac, Windows, etc.) does your software work on?

Troubleshooting 1

• Troubleshooting Login Problems

Features and Benefits 6

• Does your MaxiFi software do everything that Maximize My Social Security does?
• Does the software account for the Government Pension Offset and the Windfall Elimination Provision?
• Can I enter different what-if scenarios in order to compare the results?
• Does the software account for foreign income and pensions?
• Why use your software when Social Security has free calculators?

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