Pascaline

Premium Tax Suite

Social Security Filing Strategy beta

Optimizes claiming ages across a couple using SSA life tables, spousal and survivor benefits, the earnings test, and reduction/credit factors.

Get an API key Docs

Endpoints

  • POST /ss/optimize-filing-strategy

MCP tools

  • optimize_ss_filing_strategy

Example

curl -X POST https://pascaline.io/ss/optimize-filing-strategy \
  -H 'content-type: application/json' \
  -H 'x-api-key: <keyId>.<secret>' \
  -d '{ ... }'

Responses include data_as_of, formula_version (2026.1), citations, and tier (beta). See the full reference and the verification process.

Social Security claiming strategy API · spousal benefit optimizer · break-even Social Security calculator