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Social Security Financial Planner

Visualize the financial impact of different claiming strategies and assumptions.

Core Assumptions

Monthly Benefit Amounts ($)

Financial Events

Inflate Spending & Income
Annual Spending

Extra Annual Income

Investment Return

Advanced Yearly Inputs

Chart 1: Total Account Balance (Nominal)

Shows the projected account balance over time in future dollars.

Chart 2: Account Balance (Inflation-Adjusted)

Shows the purchasing power of the account balance in today's dollars (age 65 dollars).

Note: Break-even points differ from nominal when investment returns or spending/income are enabled.