other products:

Social Security Advisor Pro Software
You charge for tax advice ...
NOW charge for social security advice!

Are You Ready To Cash In? Your clients pay you for accounting and tax preparation and expect you to save them $$$ with your tax strategies. Now, increase your value to them by offering strategic social security options when they bring you their earning reports! Social Security is creating a revenue stream for tax professionals and financial advisors by sending out millions of earnings reports that are lacking vital strategic information necessary for accurate retirement planning! Your client’s earnings report will give them basic retirement information, but with Social Security Advisor Pro you’ll be able to input their data directly from their report, forecast future years earnings, create "what-if" scenarios, PLUS, it provides that important review of retiring at age 62 vs. age 65 — with all of the implications clearly spelled-out.

For Your Self Employed Clients . . . as a farmer or self-employed person, you can manage your future with Social Security more than any other Social Security participant, IF you know what your strategy should be. Did you know that some clients can save $50,000 and still draw the vast majority of their benefits? Social Security Advisor Pro will lead you step by step, with clear cut examples, turning you into a social security expert.

For Financial Advisors, there is no better catalyst to begin discussing investment strategies than to first forecast expected social security benefits and strategies with Social Security Advisor Pro. Should I retire at 62 or 65? Should I work after retirement? Taking into account our calculated rate of return, are further SS tax contributions a good investment? Once these questions are answered, a discussion of investment strategies can easily begin. Output includes graphs and educational content for convincing clients of "need for action."

Having the best Social Security software has never been more timely:

• With the advent of Social Security mailing out the Earnings Reports annually to all of our clients, this would be a great time to implement Social Security software in your practice and do a promotion for some added off-season consultation.
  
• With the advent of the new child and college credits, about 80% of Americans now pay more Social Security tax than any other.
  
• Social Security is constantly in the news and in front of our clients.
  
• Properly managed, the self-employed can easily save enough to fund a parallel retirement plan from tax savings.
  
• For those in the investment business, a consultative approach is the most successful way to compete with other financial products vendors.  Social Security is a big concern to those approaching retirement - those that have the most to invest.

Your clients ask ... 

• What is this SSA Earnings report ?
• What's my annual SS benefit ?
• Should I take a part-time job ?
• I'm self employed, are there any SS strategies ?
• Are further SS tax contributions a good investment ?
• Should I retire at age 62 or wait until 65 ?
• What is the best strategy for my spouse ?
• How many more years of earnings can I pay taxes on before I start throwing away earnings ?
• How can I keep from losing my disability coverage ?
• If Social Security taxes are a poor investment, how can I legally manage them downward ?

When your client brings their estimated earnings report from social security and asks you to make sense out of it, simply load up Social Security Advisor.  Key in the yearly earnings listed on the report and forecast out the remaining work years.  Then play any "what if" situation such as changing rates of inflation, marital status, retirement year, etc.  The program will printout several pages of personalized, easy to read, social security conclusions and suggestions. 

For your self employed clients: 
Most self employed persons and many wage earners can vary their income subject to FICA tax.  The Social Security Professional Advisor will show how taxpayers can save up to $50,000 in Social Security / Medicare tax.  It also computes social security retirement and disability benefits.

When planning for your clients' financial future their is no better catalyst to begin discussing investment strategies than our calculated rate of return.  Social Security Advisor will automatically calculate the rate of return on the next dollar sent to social security.  In most cases, this rate of return is a negative percentage.  This information may allow you to increase their retirement funds as a result of the social security tax saving that you project using this program.

(Windows 95 or later)

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