It All Starts With Social Security

How It Works

Explore Your Benefits. Understand Your Options.

Start with our 60-second quiz for a quick snapshot of your potential benefits, then use Social Security Roadmap for a more detailed analysis based on your work history, family circumstances, and retirement plans.

Explore your results on your own, build a more complete Social Security plan with Social Security Roadmap, or connect with a Registered Social Security Analyst® (RSSA®) for personalized support.

Man reviewing his retirement plan on his computer

Start With a 60-Second Snapshot

Answer a few simple questions about your age, work history, income, and retirement plans to get an early look at the potential lifetime value of your Social Security benefits.

No Social Security number or other detailed personal information is required.

Think of this as your starting point. It gives you a quick look at what may be available and helps show why taking a closer look could be worthwhile.

Social Security claiming charts and reports in the planning software

Build Your Plan With Social Security Roadmap

Go beyond the initial estimate with a personalized Social Security analysis based on your work history, family circumstances, retirement plans, and other relevant details.

Social Security Roadmap lets you compare different claiming ages and scenarios, estimate monthly and lifetime benefits, and explore spouse, survivor, family, and other benefits that may apply to you.

Bring everything together in one place so you can see your options more clearly, understand the tradeoffs between different choices, and build a more complete picture of how Social Security may fit into your retirement.

Retired couple spending time together

Get More From Your Analysis With an RSSA®

If you want additional guidance, you can connect with a Registered Social Security Analyst® (RSSA®) who can help you make sense of your Roadmap results and better understand the options available to you.

An RSSA® can explain what the numbers mean, answer questions, help you compare different strategies, and point out opportunities that may deserve a closer look.

Use Roadmap to explore your options, then work with an RSSA® when you want personalized help putting your analysis into context with the retirement you are planning.

Explore Every Option

Compare, Explore, and Plan With Confidence

Getting the most out of Social Security involves more than just choosing when to claim. Compare your options, understand the factors that shape your benefits, and see how different decisions may affect your retirement.

Compare Claiming Options

See how different claiming ages could affect your monthly income and estimated lifetime benefits, so it is easier to weigh the tradeoffs between choices.

Uncover Missed Opportunities

Family circumstances, marital history, and other factors can introduce options that are easy to miss when looking at your benefit alone.

See Your Full Picture in One Report

Bring your claiming ages, income scenarios, and family benefits together in one place instead of piecing it together from multiple calculators.

Update Anytime

Life changes, and so can your plan. Explore how changes in work, retirement timing, or family circumstances may affect your results.

Your Path Forward

A Simple Path From Estimate to Understanding

You do not need to have retirement completely figured out before getting started.

1

Take the 60-Second Quiz

Get an initial estimate of your potential Social Security benefits using a few basic details.

2

Use the Social Security Roadmap

Enter more complete information for a deeper analysis, and compare different claiming ages and scenarios.

3

Review Your Report

See your results brought together in one place, making it easier to understand what you are looking at.

4

Speak With an RSSA®

Connect with a Registered Social Security Analyst® for help understanding the analysis and the decisions ahead.

Launch Your Retirement With Confidence

You do not need to have every Social Security decision figured out before getting started. The more you understand about your benefits, options, and personal circumstances, the easier it is to make informed choices as retirement gets closer.

Start where you are, use the tools and support that make sense for you, and launch your retirement with a clearer picture of what Social Security can provide.

Support From a Social Security Expert

Connect with a Registered Social Security Analyst® (RSSA®) who can help explain your Social Security Roadmap results, answer questions, review available options, and make important Social Security decisions easier to understand.

Sarah M.

Sarah M.

RSSA®

15+ Years of Experience

5 out of 5 stars
James T.

James T.

RSSA®

20+ Years of Experience

5 out of 5 stars
Karen L.

Karen L.

RSSA®

12+ Years of Experience

5 out of 5 stars