How It Works

See Your Social Security More Clearly

Start with our 60-second quiz to get a quick snapshot of your potential Social Security benefits. When you are ready to look deeper, RSSA Roadmap® can build a more detailed analysis based on your work history, family circumstances, and retirement plans.

From there, you can explore the results on your own or choose to work with a Registered Social Security Analyst® (RSSA®) for personalized guidance. Every step is optional, so you can take the process as far as you want.

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

Get a More Personalized Analysis

The 60-second snapshot gives you an estimate. When you are ready for more detail, RSSA Roadmap® lets you build a personalized analysis using more complete information about your work history, family circumstances, and retirement plans.

RSSA Roadmap® can compare different claiming scenarios, estimate monthly and lifetime benefits, and bring together spouse, survivor, family, and other benefits that may apply to your situation. The result is a clearer picture of your options and the opportunities worth considering as you plan for retirement.

Retired couple spending time together

Get More From Your Analysis With an RSSA®

For more personalized support, you can choose to work with a Registered Social Security Analyst® (RSSA®). An RSSA® can review your RSSA Roadmap® results, explain what the numbers mean, answer questions, and help you understand how different claiming strategies may fit your situation.

They can also help identify opportunities that may be easy to overlook and put the analysis into context with the retirement you are planning.

Working with an RSSA® is optional, but it can add valuable insight and guidance when you want help turning the numbers into a clearer path forward.

Explore Every Option

Compare, Explore, and Plan With Confidence

Social Security planning is rarely as simple as choosing between claiming now or waiting. See the fuller picture before you decide.

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.

Revisit It Anytime

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

Support From a Social Security Expert

Get personalized Social Security guidance from a Registered Social Security Analyst® (RSSA®) who can answer questions, explain available options, and help make important claiming 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

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 RSSA 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.

Start With What You Know

Begin with a quick estimate, add more detail when you are ready, and explore the Social Security options that may be available to you. Whether you explore on your own or choose to work with an RSSA®, the goal is the same: a clearer understanding of your Social Security so you can make retirement decisions with greater confidence.