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Social Security Timing Logo

Cloud-based social security strategy management tool

Table of Contents

Social Security Timing - 2026 Pricing, Features, Reviews & Alternatives

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All user reviews are verified by in-house moderators and provider data by our software research team.  Learn more

Social Security Timing overview

What is Social Security Timing?

Social Security Timing provides businesses with tools to optimize their clients' social security claiming strategies. The program offers the generation of reports in PDF format and analyses data to help maximize benefits.

Social Security Timing enables financial advisors to access various marketing materials, such as presentation decks, videos or emails, on a centralized platform. Users can create client profiles by adding personal information, social security details and uploading relevant documents. Additionally, supervisors can utilize the break even charts to analyze and select the best strategies which offer increased life expectancy combinations.

Starting price

49.99per user /
per month

Alternatives

with better value for money

Social Security Timing’s user interface

Ease of use rating:

Social Security Timing reviews

Overall rating

4.7

/5

49

Positive reviews

98

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8.98/10
Rating distribution

5

4

3

2

1

35

13

1

0

0

Pros
“My overall experience is outstanding every time I need to call the company I get someone who is very very helpful I liked the software as it was before but I have not used the new version enough yet.”
TT

TimFallon T.

owner

“Helps in retirement planning for coordinating SS benefits timing with other investments to mitigate taxes and increase spendable income. SS is a good strategic tool.”
RP

Richard P.

President

“The software is really good but the customer service is fantastic. It's the primary reason I use the software with Covisum.”
HG

Harry G.

Advisor

Cons
“Hard for me to create custom scenarios ...I get confused on where and what numbers to enter in And why.”
MK

Michael K.

Investment Advisor Representative

“The reports are not customizable allowing the elimination of unwanted info.”
DS

Dan S.

Principal

“Getting all of the data entered correctly is the biggest drawback to the product. It's a lot of keystrokes, and the possibility of error exists.”
MJ

Mark J.

Financial Consultant

Who uses Social Security Timing?

Based on 49 verified user reviews.

Company size

Small Businesses

Enterprises

Midsize Businesses

Top industries

Financial Services
Insurance
Investment Management
Accounting

Use cases

Investment Management

Social Security Timing's key features

Most critical features, based on insights from Social Security Timing users:

Modeling & simulation
Risk management

All Social Security Timing features

Features rating:

Cash management
Financial analysis
For investment advisors
Forecasting
Portfolio management

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Social Security Timing pricing

Value for money rating:

Starting from

49.99

/user

Per month

Pricing details
Subscription
Free trial
Free plan
Pricing range

User opinions about Social Security Timing price and value

Value for money rating:

To see what individual users think of Social Security Timing's price and value, check out the review snippets below.

“My overall experience is outstanding every time I need to call the company I get someone who is very very helpful I liked the software as it was before but I have not used the new version enough yet.”
TT

TimFallon T.

owner

“Helps in retirement planning for coordinating SS benefits timing with other investments to mitigate taxes and increase spendable income. SS is a good strategic tool.”
RP

Richard P.

President

Social Security Timing support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Chat
24/7 (Live rep)

Training options

Webinars
Documentation
Live Online

Social Security Timing FAQs

Q. What type of pricing plans does Social Security Timing offer?

Social Security Timing has the following pricing plans:
Starting from: $49.99/month
Pricing model: Subscription
Free Trial: Available

These products have better value for money


Q. Who are the typical users of Social Security Timing?

Social Security Timing has the following typical customers:
Freelancers, Large Enterprises, Mid Size Business, Small Business


Q. What languages does Social Security Timing support?

Social Security Timing supports the following languages:
English


Q. Does Social Security Timing offer an API?

No, Social Security Timing does not have an API available.


Q. What level of support does Social Security Timing offer?

Social Security Timing offers the following support options:
Chat, 24/7 (Live rep)

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