⏰ Claiming Strategy

Social Security Break-Even Calculator

Compare two claiming ages and find the exact break-even point — the age where waiting longer starts to put more total money in your pocket. Uses the official SSA reduction and delayed-retirement credit percentages.

Compare two claiming ages

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Break-even analysis

Break-even age
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If you live past this age, claiming later (Option B) wins
Full Retirement Age
67
per birth year
Option A monthly
$0
claim at age 62
Option B monthly
$0
claim at age 70
Difference / month
$0
extra by waiting
Cumulative benefits by age
Option A (age 62) Option B (age 70) Break-even
How this is calculated ▸

Both options start from the same PIA. Claiming before full retirement age reduces it by 5/9% per month for the first 36 months and 5/12% per month after that. Claiming after FRA adds delayed-retirement credits of 2/3% per month (8% per year) up to age 70. Cumulative benefits assume you collect every month from your claiming age; the break-even age is where the two cumulative lines cross.

Tip: the break-even is usually in your late 70s to early 80s. If you have above-average life expectancy, waiting generally maximizes lifetime income; if not, claiming earlier may make sense. This ignores COLA and the time value of money for a straightforward comparison.

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Exact SSA percentages

Uses the precise 5/9%, 5/12% and 8%-per-year rules from the Social Security Administration.

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FRA-aware

Full retirement age is applied correctly based on your birth year.

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Cross-over point

A clear answer to “how long do I need to live to make waiting worthwhile?”

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Private & instant

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