Free Assessment · Takes ~4 minutes
Your Custom Assessment Report Includes
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% — conservative benchmark.
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.