Your Information
Claiming Strategy
Age 62 (earliest) to 70 (maximum benefit)Estimated Benefits
Your Estimated Monthly Benefit
If you claim at age 67
Annual Benefit: $0
Your Full Retirement Age (FRA)
Claiming Age Comparison
Compare monthly benefits at different claiming ages
| Claiming Age | Monthly Benefit | Annual Benefit | Lifetime Total (to age 85) | vs FRA |
|---|
Cumulative Lifetime Benefits by Claiming Age
Shows total benefits received from claiming age to life expectancy
Breakeven Age Analysis
At what age does waiting to claim pay off?
💡 Claiming Strategy Recommendations
- You need the income immediately
- You have serious health concerns
- You don't expect to live past 78-80
- You have no other retirement income
- You want a balanced approach
- You have average life expectancy
- You need to stop working
- You want certainty over optimization
- You expect to live past 82-84
- You can afford to wait (have savings)
- You want to maximize monthly income
- You have longevity in your family
- You're still working and earning well
- Higher earner delays to 70, lower earner claims early
- Maximizes survivor benefits
- Provides income while delaying larger benefit
Understanding Social Security Benefits
How Benefits Are Calculated
Social Security calculates your Primary Insurance Amount (PIA) based on your 35 highest-earning years, indexed for inflation. The benefit formula uses "bend points" with progressive replacement rates: 90% of the first ~$1,115, 32% of earnings up to ~$6,721, and 15% of remaining earnings.
Claiming Age Impact
- Age 62 (Earliest): 25-30% reduction from FRA benefit
- Age 66-67 (FRA): 100% of your PIA
- Age 70 (Maximum): 24-32% increase from FRA benefit (8% per year delayed)
Important Considerations
- Benefits are adjusted annually for inflation (COLA)
- Working while collecting before FRA may reduce benefits temporarily
- Up to 85% of benefits may be taxable based on other income
- Married couples have multiple claiming strategies available
- Survivor benefits are based on the higher-earning spouse's record