transfer Maximize My Social Security info intp ESPlanner Pro

Is there a way to enter my data from Maximize My Social Security account
to my ESPlanner Pro program. I have an adult child on my SSA to add into
the ESP program

Comments

dan royer's picture

You would need to paste/import the earnings history into the same you did it for MMSS (go to ssa.gov, copy the page, come back to ESPlanner and import). I'm not sure what you mean about adding the adult child. Is there a benefit stream to account for that ESPlanner will not calculate? If so, perhaps that can be entered as a series of special receipts per the calculation you see at MMSS.

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