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Modified 3 March 2005. CEPR will be revising this calculator in the near future to make it more user friendly.
Click on any link for help.

Items for standard users...

I expect to be:
Unmarried.
Married.

I was born in the year .

I plan to take (or have taken) off years of work.
I plan to retire at age
In a typical year, I expect to make $ .



Additional items for advanced users...

Include Enhanced Low-Earner Benefit. as add-on to currently scheduled benefits.
Stock Premium Over Normal Return of 4.35%: basis points.
Annual Fees on Private Account basis points.
Annuitization Fee percent.


Make changes to items above, then...


What To Expect From Social Security
2005 Dollars Replacement
Rate
Percent of
Promised Benefit
% of Average Monthly Earnings
(first year of retirement)
Scheduled Benefit Under Current Law
Payable Benefit Under Current Law
Guaranteed Benefit-Bush Plan (no private account)
Guaranteed Benefit-Bush Plan (takes private account)
Total Benefit Including Fully Annuitized Account
Total Benefit Including Minimally Annuitized Account
Maximum Inheritance (with Minimum Annuity)

2005 Dollars Percent of PA
(no fees)
Private Account (PA) at Retirement (no fees)
Loss Due to Fees (Full Annuitization)
Loss Due to Benefit Offset
Added Retirement Benefit From PA

Price to
Earnings Ratio
Dividend to
Price Ratio

Designed by David Rosnick, Center for Economic and Policy Research
Technical notes on the Accurate Benefits Calculator's design


 

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