RSSA Roadmap Social Security Optimization Software

RSSA RoadmapTM is the premier Social Security optimization software. Our planning software is designed to optimize a Social Security claiming strategy to increase lifetime benefits.

RSSA Roadmap - Client Edition

$125/yr.

Maximize your Social Security with confidence. Just answer simple questions, and RSSA Roadmap will guide you through your planning.


  • Single Client Usage ?
  • Roadmap Optimization Wizard ?
  • PIA Calculator ?
  • Powerful reporting ?
  • Web-based software
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RSSA Roadmap - Advisor Edition

$625/yr.

Handle the most complex Social Security analyses with RSSA Roadmap so your clients and your practice can truly prosper.


  • Unlimited Client Accounts ?
  • Unlimited Scenarios
  • Roadmap Optimization Wizard ?
  • PIA Calculator
  • Limited Case Support
  • Client License Purchases ?
  • Powerful reporting ?
  • Web-based software
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Get every dollar you deserve.

The RSSA RoadmapTM is a tool developed for advisors to help optimize their clients’ Social Security claiming strategy. The software provides a comprehensive analysis, step by step guide, report, and instructions for understanding when and how to file; to successfully get the optimized strategy to increase lifetime benefits.

Save tens of thousands in extra retirement dollars

RSSA Roadmap software helps clients determine when they should file and start collecting Social Security based upon their unique situation and historical earnings records. Everyone’s situation is unique. Whether you are single, married, divorced, widowed or a self-employed business owner, RSSA Roadmap can help you get every dollar you are entitled to from the government, and maximize your Social Security benefits.

RSSA Social Security experts can help

A Registered Social Security Analyst® (RSSA®) can help you find the best strategy in optimizing your lifetime benefits. Get advice and answers as you go, with a final expert review from an RSSA®.

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