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Social Security Break-Even

Compare claiming at 62, full retirement age, and 70 with clear caveats. Educational only.

Calculator inputs

Calculator result

Claim at 62 estimate

$1,750

Claim at full retirement age

$2,500

Claim at 70 estimate

$3,100

Rough break-even: age 78.7 for 62 vs full retirement age, and age 82.5 for full retirement age vs 70. This excludes taxes, survivor benefits, investment returns, and health.

If the higher earner dies after both spouses reach survivor full retirement age
Higher earner claimsWhile both aliveSurvivor receivesMonthly income lost
Age 62$3,150$2,063$1,087
Age 67$3,900$2,500$1,400
Age 70$4,500$3,100$1,400

The survivor receives the higher eligible payment, not both payments added together. This simplified comparison assumes the survivor claims at survivor full retirement age and excludes spousal top-ups while both are alive, early survivor claiming, disability, family maximums, pensions, taxes, and earnings tests. Confirm an individual estimate with Social Security.

Numbers behind this result

Open the exact public record for the legal figure or modeling convention used above.

Sources and notes

  1. Starting Your Retirement Benefits EarlySocial Security Administration
  2. What you could get from Survivor benefitsSocial Security Administration

These tools use simplified assumptions. Use them to frame better questions, then verify details against primary sources or a qualified professional.