Retirement Benefit Start Analysis
Getting Started

Analysis Steps

1. Enter retirement benefit beneficiary information.
2. Enter analysis assumptions for the beneficiary and Social Security benefits.
3. Review retirement benefit start month information (estimated retirement income, expenses, savings) to determine the best month to start Social Security retirement benefits.
4. Review the selected benefit start month's analysis assumption sensitivity to understand how changes in your analysis assumptions impact retirement income, expenses, and savings.
5. If required, update analysis assumptions and review again; otherwise, your analysis is complete.

User Account

You have the option of:

• Logging into your existing user account
• Creating a user account
• Continuing without a user account

Important: A user account offers several benefits including storing analysis data so you do not have to re-enter it each time you do an analysis. You can also elect to receive an annual "Social Security Reminder" e-mail so you can keep up with changes to estimated Social Security retirement benefits.