Finance Codex plugins
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Finance plugins 1
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| Plugin / developer | Category | Follow |
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MySSAgentMySSAgent Publisher full description …st retirement decisions most people make, and one of the hardest to undo. In a United Income (2019) study, only 4% of retirees claimed at the financially optimal time, and households left an estimated $111,000 each on the table. The rules behind the decision are exact: full retirement age depends on… …ools: list their client roster, retrieve a client's stored claiming analysis (optimal age, lifetime values, survivor analysis, risk flags), and re-run the engine on records already on file. These tools reach only the advisor's own clients and never ingest a new earnings record. Clients are set up in… Show in context → |
FinanceVersion 1.0.3 | View details → |