Claiming at 62, 67 or 70

Your benefit is built from your primary insurance amount, the figure you would receive at full retirement age. Claiming early cuts it permanently and claiming late raises it permanently.

For someone with a full retirement age of 67, filing at 62 pays 70 percent of that amount and waiting until 70 pays 124 percent. The age 70 benefit is therefore about 77 percent larger than the age 62 one, for life, and it is inflation adjusted.

Common questions

What age pays the most over a lifetime?

It depends entirely on how long you live. The breakeven between claiming at 62 and at 70 usually falls somewhere in the late seventies to early eighties. Live past that and waiting wins, and the longer you live the more it wins by.

Does claiming early affect my spouse?

Yes, and this is the part most people miss. A survivor benefit cannot exceed what you were actually receiving, subject to a floor of 82.5 percent of your primary insurance amount. Filing at 62 caps your spouse at that floor for the rest of their life rather than the 124 percent they would inherit if you waited to 70.

How much does waiting a year add?

Between full retirement age and 70 you earn delayed retirement credits of 8 percent a year. Before full retirement age the reduction runs about 6.7 percent a year for the first three years and 5 percent a year beyond that.

Should I claim early if I have young children?

It is a genuine argument for filing early. Child benefits and the benefit for a spouse caring for a child are only payable once you file, and they stop when the child ages out. Those payments can be worth six figures, which has to be weighed against the permanent reduction to your own and your survivor's benefit.

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