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Investing Blog Roundup: Getting an Accurate Benefit Estimate from Your Social Security Statement

The benefit estimate on your Social Security statement assumes that you retire and file for retirement benefits on the same date — and the SSA’s online calculators make the same assumption. So how can you calculate a benefit estimate if you plan to retire prior to (or after) filing for benefits?

Short answer: by using either of two calculators from the SSA and a very slight bit of arithmetic.

Other Recommended Reading

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My new Social Security calculator: Open Social Security