RetireEngine

Free Assessment · Takes ~4 minutes

Your Custom Assessment Report Includes

Social Security Claiming Strategy
Visa Solvency & Income Deficit Check
Top Ranked Global Destination Matches

Model Your Social Security Claiming Strategy

To calculate your optimal claiming age and break-even timeline, enter your estimated FRA benefit and income streams below.

Social Security Claiming Strategy

Find this at ssa.gov/myaccount — look for your 'FRA benefit' on the statement.

$

Other Monthly Income Streams

$
$
$
$

Portfolio & Liquid Assets

Savings, brokerage, and easily liquidated assets. Used to check savings-route visa qualifications and to calculate portfolio income below.

$
4%
3%4%5%

4% — conservative benchmark.

Total Monthly Income$0

Passports / Citizenship

Select every passport you hold. Some passports grant automatic residency rights in certain countries — no visa required.

Citizenship by Descent (optional)

Informational only — does not affect your scores. List any countries where you may be eligible through a parent or grandparent, separated by commas.