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Camba Capital, LLC
Retirement and rollover planning

Social Security claiming review

When should you turn on Social Security?

Most households face this decision once. The Social Security Administration publishes the formulas — early claiming reductions and delayed-retirement credits — but does not show the cumulative-lifetime picture in one chart. This calculator does. Five minutes, no account login. Results are illustrative and not a recommendation.

Social Security inputs

What the Social Security statement actually says.

Use the "benefit at full retirement age" figure from your most recent ssa.gov statement. The calculator applies the standard early-retirement reduction and delayed-credit formulas to show monthly and cumulative-lifetime benefits at every claiming age from 62 to 70.

Your full retirement age is 67 years.

Born 1962. Each month claimed before FRA reduces the monthly benefit (5/9% per month for the first 36 months, 5/12% per month after that). Each month delayed past FRA — up to age 70 — adds an 8% annual delayed retirement credit.

Next step

Claiming Social Security is one decision in a much larger sequence.

Dan Zimon sits with Long Island households to model the claim alongside spousal benefits, survivor planning, IRA-to-Roth conversion windows, and Medicare IRMAA. The chart frames the question. The conversation settles it.