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Social Security Advantage provides the option to visually represent benefits in a monthly, annual, and cumulative view. The interactive tool is easy to use and allows the user to test multiple scenarios.
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The interactive chart demonstrates a time series of both a custom and optimal strategy, displaying a comprehensive interpretation of how to fill income gaps and maximize retirement income. Just mouse over any period to see the details, which are also available.
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This table for each scenario comparing at what ages each participant starts to receive different types of benefits, providing insights on how and when to file in line with different spousal situations. To change the filing age, just choose the age in the
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About this Product
Maximize Social Security, interface compares best strategies that show:
- How to file for benefits with different marital scenarios
- How much more money available to spend in retirement
- How to fill income gaps and maximize retirement income
About LifeYield
LifeYield is a leading fintech solution that coordinates tax-smart and risk-smart management of an investor's entire portfolio. LifeYield's Taxficient Score® differentiates advisors by providing optimal tax strategies that help investors make and keep more money.
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0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.
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