• Question
  • Modeling SS withdrawals at different dates

    Asked by a 66 year old man from Stokesdale, NC on 4/4/2019

    My wife and I are both 66. She is currently taking her full SS amount and I will be taking the spousal amount only, delaying my full retirement amount until I turn 70, when my wife will then also request her spousal amount from my account. My question is the best way to model this in newretirement.com? I have tried different ways but i'm wondering if you have a preferred method to use.

    thanks!

    Mark

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  • Categories: When to Start?, Social Security

Answers

  • Steve 

    Steve 
    NewRetirement

    San Francisco, CA

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  • Hi Mark,

    We recently rolled out scenarios so you can model up to 5 different scenarios using PlannerPlus with any combination of settings you like.

    Additionally we are actively looking at Social Security Optimization now, so that will hopefully be live soon.

    You can try PlannerPlus here: https://www.newretirement.com/pricing

    Best,

    Steve

  • Login to rate this answer:   Answered on 5/13/2019
**All above answers are provided as general information only. No warranty is made regarding the fitness or accuracy of the information provided in this answer. You should seek advice from a licensed CPA, attorney or CERTIFIED FINANCIAL PLANNER™ as to your unique financial situation.