Retirement Toolkit

When Should I Claim Social Security?

Compare monthly benefits at 62, FRA, and 70 — and find the breakeven ages for each pair.

$ / mo

Find your estimate: visit ssa.gov/myaccount and look for “Full Retirement Age benefit.”

Birth year Full Retirement Age
195566 yrs 2 mo
195666 yrs 4 mo
195766 yrs 6 mo
195866 yrs 8 mo
195966 yrs 10 mo
1960+67 yrs

Your FRA: 67 yrs

Claim at 62
Claim at FRA
Claim at 70
monthly benefit at selected claiming age

Live past this age and waiting pays off. How long you live is the honest unknown.

62 vs FRA
FRA vs 70
62 vs 70
Total benefits received by claiming age and how long you live
Claim at Die at 75 Die at 80 Die at 85 Die at 90

Cumulative = monthly benefit × 12 × (death age − claim age). No inflation or time-value adjustment. There is no “optimal” age — find your own crossover.

Early reduction: claiming before FRA permanently reduces your benefit. The reduction is 5⁄9% per month for the first 36 months before FRA, and 5⁄12% per month for any additional months. Claiming at 62 with a 67-year FRA reduces your benefit by 30%.

Delayed credits: waiting past FRA grows your benefit at 8% per year (⅔% per month) up to age 70. There is no further increase after 70.

Caveats: this calculator does not model the earnings test (applies if you claim before FRA while still working), spousal or survivor benefits, cost-of-living adjustments (COLA), or the taxation of benefits. It is educational only — not personalized financial advice. Your actual benefit is determined by your full earnings record at ssa.gov.

Educational purposes only. This calculator illustrates mathematical concepts related to long-term investing and is not financial advice. Past market returns do not guarantee future results. Portfolios can lose value. The formulas assume constant returns and do not account for taxes, fees, inflation, or sequence-of-returns risk. Consult a qualified financial professional before making investment decisions.