Reports

Break Even

Latest reports tagged Break Even.

What independent expert research recommends claiming Social Security at age 70 to maximize lifetime benefits?

06/25/2026 06:01

A synthesis of independent research from Boston College, NBER, Larry Kotlikoff, and Wade Pfau consistently recommends delaying Social Security until age 70 to maximize lifetime benefits, particularly for those with average or greater longevity.

CategoryFinance Policy

How does the break-even age analysis between claiming Social Security at 62, 67, and 70 influence the decision on when to claim?

06/25/2026 06:01

Analysis of how break-even age calculations between claiming Social Security at 62, 67, and 70 influence retirement benefits claiming decisions, including limitations like longevity insurance and survivor benefits.

CategoryFinance Policy