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Knowledge base
General Topics
Basics
10
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?
Inflation and Rate of Return Data
View all 10
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?
View all 12
Social Security
23
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?
View all 23
Maximized Social Security Report
11
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?
View all 11
Pro Features
1
How do I customize the report cover page?
Glossary
14
Child's Benefits
Covered Earnings
Disability Benefits
Earnings Deduction
Earnings Test
View all 14
Field-Specific Help
4
Growth Rate
Non-Covered Pensions and Retirement Accounts
Pension Percent Inflation Indexing
What-If (Planned) Benefit Filing Dates
MMSS Topics
Basics
7
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?
View all 7
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?
PRO Topics
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
View all 7
General Sales and Support
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?
Reactivate Subscription
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, or other mobile device?
What operating systems (Mac, Windows, etc.) does your software work on?
Troubleshooting
1
Troubleshooting Login Problems
MMSS Sales and Support
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?
View all 6