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Retirement Readiness – Try our Social Security Planner

Plug in a little information, and we’ll help you see how you could get more income from Social Security in retirement.

Great news! This Planner is now updated to reflect the 2015 changes to Social Security claiming rules that primarily affect married and divorced couples.

By clicking “Try it out” you agree to the terms of our Privacy Policy and delivery of our annual Privacy Policy notice via our website.

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Test your knowledge

Overestimating your ability to make good Social Security claiming decisions could cost you more than you think. Test your knowledge with our simple quiz.

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Videos

Overview

(01:23)

Social Security

(01:05)

After the passage of the Bipartisan Budget Act of 2015, the number of available claiming strategies for married couples may be fewer than 8000.

Savings

(00:56)

Pension

(01:09)

Medicare

(00:59)


Videos presented on this website are for educational purposes only and do not constitute investment advice or an offer to buy or sell any security or insurance product over the Internet. Any third-party marks appearing on this site are the property of their respective owners.