Benefit Strategy Tool

Find the age your claim choice pays off.

Enter your age 62 benefit, set assumptions, and compare two strategies to see when one overtakes the other -- with COLA and interest compounding.

Assumptions

Benefit table

Set your monthly benefit at age 62. We apply claim multipliers plus COLA.

Break-even Comparison

Pick two claim ages to find the age where they break even.

Claim A Claim B

Result

Choose claim ages to compare.

Totals through Age ___

Enter the age you (or your spouse) expect to claim social seucirty benefits through. This section will sort claim ages and find the highest social security earnings through that age.

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