KTM Social Security Analysis

A Real-Life Comparison of Benefits Between Various Strategies for when You and/or a Spouse take Your Social Security Benefits.
  • Both Claim Early
  • Both Claim at Full Retirement Age
  • One Claims Earlier than the Other
  • Calculation of Lifetime Benefit Values

ITEMS NEEDED FOR SOCIAL SECURITY ANALYSIS

Date of Birth

Your Full Retirement Benefit Dollar Amount (Age 66-67) *This can be found on your statement

  • Date Format: MM slash DD slash YYYY
  • *This is the DOLLAR amount you will receive at Full Retirement Age *This can be found on your Social Security Statement
  • If you are married please provide your spouse's name, date of birth, and FRA Benefit.
  • This field is for validation purposes and should be left unchanged.