SSAnalyze! Updated for the Bipartisan Budget Act of 2015
Enter the data requested in the fields below and "Get Recommendation" to calculate the optimal Social Security filing strategy.
NOTE: The "COLA" and "Discount Rate" fields have been initialized to historically reasonable values. Once you enter a birthdate, "Age You Plan to Stop Working" will be initialized to "60", "Monthly Government Pension" will be initialized to zero and "Expected Age at Death" will be initialized to your actuarial life expectancy plus 4 (men) or 6 (women). If you need to change any of these values you may do so. All other fields must be provided.
The results contained in this report are based on the information you provided. United Capital does not guarantee the accuracy or completeness of the results. Since the information is based upon a single point in time, as your situation changes, the suggestions may also change. It is important that you keep your financial advisor apprised of all material changes in your personal situation.
This report is meant for general illustration and informational purposes only, and is not intended as tax or legal advice. For legal and tax matters, it is important that you consult with your legal and tax advisers. Please note that any projections or amounts contained in the report are not intended to be exact. These figures, especially the projections, are assumed figures and should only be used as guidelines, given general assumptions. Under no circumstances are projections guaranteed. The report has not been prepared as an investment recommendation and is not intended as investment advice. Although the information has been gathered from sources believed to be reliable, please note that individual situations can vary therefore, the information should be relied upon when coordinated with individual professional advice.