Retirement Income Planning

Social Security Timing Comparison

The age you claim Social Security changes everything. Run the numbers and see.

Best Strategy
Highest lifetime income
Lifetime Income at 70
COLA-adjusted total
Breakeven Age
Age 62 vs Age 70
Lifetime Gain
Best vs worst strategy

Cumulative Lifetime Income

COLA-adjusted. See when each strategy takes the lead.

Strategy Comparison

All totals reflect COLA compounding over your full lifetime.

Claim Age Starting Benefit Benefit at Life Exp. Years Collecting Lifetime Income vs Age 62

Breakeven Crossover Detail

Cumulative income every 5 years — ★ marks your life expectancy.

Age Cumulative at 62 Cumulative at FRA Cumulative at 70 Leader

How This Works

Claiming at 62

Payments start sooner but are permanently reduced — up to 30% if your FRA is 67. COLA still applies each year, but it compounds off a smaller starting benefit, widening the gap over time.

COLA — The Equal Adjuster

Social Security adjusts all benefits each year for inflation. It applies to every strategy equally — but because it compounds, a higher starting benefit at 70 grows further in dollar terms each year.

Delayed Credits (8%/yr)

Every year you wait past FRA permanently adds 8% to your monthly benefit, stopping at age 70. Combined with COLA on a higher base, waiting typically wins for those with longer life expectancies.