A Social Security benefits calculator that optimizes for claim age based on expected investment return and one's life expectancy (longevity). It answers the question: should I claim early and invest my benefits or wait until age 70 to receive the largest amount? That depends on your investment return and longevity.
See blog post: marlo.works/posts/social-security/
Analyses
folder contains the full analysis, plots, and simulations
R
folder contains the core logic to calculate Social Security benefits
- Build core of the benefits calculator
- Build NPV and investment functions
- Build method to determine best claim age given a death age and investment retun
- Double check assumptions for projecting indices
- Check to see if benefits are adjusted correctly for claim age