Explore Your Social Security Options With Social Security Roadmap
A Personalized Look at Social Security
Your Social Security Roadmap uses your earnings history, family circumstances, retirement plans, and other relevant details to create an analysis based on your individual situation.
That personalized view helps you:
- Compare different claiming ages
- Estimate monthly and lifetime benefits
- Explore spouse and survivor benefits
- Review divorced-spouse and family benefits
- See how continued work may affect your options
- Compare different Social Security scenarios side by side
- Understand how Social Security may fit with your broader retirement plans
See All Your Options in One Place
Your Social Security Roadmap brings your Social Security information, options, and planning scenarios together in one place.
Instead of relying on separate calculators or trying to piece together different rules on your own, you can review your options, compare scenarios, and see how different choices may affect your results.
And as life changes, your Roadmap can change with you, giving you an updated view as your plans and circumstances evolve.
What Can Affect Your Benefits
Social Security Can Change With Life
Social Security is not only about choosing when to retire. Marriage, family changes, work, disability, loss, and other life events can all affect the benefits available to you or your family.
Your Social Security Roadmap helps you account for those changes as part of your planning.
Raising a Family
Children and other dependents may qualify for Social Security benefits in certain situations. Roadmap can help you understand how family circumstances may affect the benefits available to your household.
Changes in Relationships
Marriage, divorce, and the loss of a spouse can all affect Social Security eligibility and claiming options. Roadmap helps you account for those circumstances as part of your analysis.
Work and Income Choices
Your earnings history and decisions about continuing to work can affect your Social Security picture. Update your information as your career and income change.
Health or Disability Needs
Disability may introduce different Social Security benefits and considerations for you or your family.
Caring for Family
Social Security decisions often involve more than one person. Understanding the benefits available to spouses, survivors, children, and other family members can help you see the larger picture.
Planning for Retirement
Compare different claiming ages and see how the timing of Social Security may affect both your monthly income and estimated lifetime benefits.
What You Get
Everything Included With Your Social Security Roadmap
Your $175 annual membership gives you continued access to your Social Security Roadmap, helpful planning tools, educational resources, and professional support as your Social Security needs change.
Year-Round Social Security Roadmap Access
Return to your analysis whenever your work, family circumstances, income, or retirement plans change.
Personalized Social Security Reports
Review your results in clear reports that bring your claiming options, projected benefits, and family considerations together in one place.
Planning and Comparison Tools
Use built-in tools including the Roadmap Optimization Wizard, Social Security Tax Calculator, Break-Even Calculator, PIA Calculator, and Social Security Q&A resources.
Live RSSA® Support
Have questions about your analysis? You can connect with a Registered Social Security Analyst® for help understanding your results and the options available to you.
Live and Recorded Webinars
Continue learning through educational sessions covering Social Security topics that may affect you and your family.
Access for Your Family
Use Roadmap to explore Social Security decisions that may involve your spouse and family and better understand the benefits that may apply across your household.
Guidance From an RSSA®
You do not have to work through every Social Security question on your own.
If you want help understanding your Roadmap results, a Registered Social Security Analyst® can review your analysis, explain what the numbers mean, answer questions, and help you compare different options.
Working with an RSSA® is there when you want the additional support.
Built With Your Privacy in Mind
Your Social Security analysis requires personal financial and family information, so privacy is an important part of the experience.
Your Social Security Roadmap includes:
- Cloud-based access
- SOC 2 Type II compliant security controls
- No Social Security number required
- Optional secure import of earnings records from SSA.gov
Your information is protected and is not sold or shared with third parties.
Keep Your Social Security Plan Up to Date
Launch Your Retirement
Social Security Roadmap
$175
Per Year
- Full year of access to Social Security Roadmap
- Personalized Social Security analysis
- Monthly and lifetime benefit comparisons
- Roadmap Optimization Wizard
- Social Security Tax Calculator
- Break-Even Calculator
- PIA Calculator
- Personalized reports
- Social Security Q&A tools
- Cloud-based access
- Live RSSA® support
- Educational resources and webinars
From Analysis to a More Informed Decision
Social Security Roadmap gives you the tools to explore your Social Security options on your own and the professional support to go further when you want it.
Start with your information, compare the possibilities, update your analysis as life changes, and use what you learn to make more informed Social Security decisions.
