Social Security Retirement Benefits - Ages 62 to 70 from Investing to Thrive
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This spreadsheet is created for entertainment purposes only and should not be construed as financial or any other type of professional advice.
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Investing to Thrive
© 2017 Hall and Rowe Media, LLC
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Social Security Retirement Benefits -- Spreadsheet to Project Values at Various Ages
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This Sheet = Monthly Benefit at Ages 62 through 67; plus cumulative values at ages 67 and 90
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Entries
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Monthly Check at Full Retirement*
$1,200.00
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Annual Investment Return*
3%
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*These are the only two values needed to populate the spreadsheet
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Monthly
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Benefit
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Full Retirement (age 67)100%$1,200.00
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Early Retirement (age 62)
70%$840.00
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Late Retirement (age 70)
124%$1,488.00
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Age in
Monthly Reduction
AdjustedAt Age 67
Value at Age 67
Value at Age 90
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MonthsYearMonthFullIf Taken EarlyMonthly BenefitTotal BenefitsIf InvestedIf Invested
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804670$1,200.00$0.00$1,200.00$0.00$0.00$476,159.79
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8036611$1,200.00$6.67$1,193.33$1,193.33$1,193.33$475,891.57
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8026610$1,200.00$13.33$1,186.67$2,373.33$2,376.30$475,602.71
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801669$1,200.00$20.00$1,180.00$3,540.00$3,548.86$475,293.11
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800668$1,200.00$26.67$1,173.33$4,693.33$4,710.96$474,962.69
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799667$1,200.00$33.33$1,166.67$5,833.33$5,862.57$474,611.37
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798666$1,200.00$40.00$1,160.00$6,960.00$7,003.65$474,239.05
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797665$1,200.00$46.67$1,153.33$8,073.33$8,134.14$473,845.66
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796664$1,200.00$53.33$1,146.67$9,173.33$9,254.00$473,431.10
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795663$1,200.00$60.00$1,140.00$10,260.00$10,363.20$472,995.29
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794662$1,200.00$66.67$1,133.33$11,333.33$11,461.69$472,538.14
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793661$1,200.00$73.33$1,126.67$12,393.33$12,549.42$472,059.57
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792660$1,200.00$80.00$1,120.00$13,440.00$13,626.35$471,559.48
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7916511$1,200.00$86.67$1,113.33$14,473.33$14,692.44$471,037.79
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7906510$1,200.00$93.33$1,106.67$15,493.33$15,747.64$470,494.42
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789659$1,200.00$100.00$1,100.00$16,500.00$16,791.90$469,929.26
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788658$1,200.00$106.67$1,093.33$17,493.33$17,825.19$469,342.24
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787657$1,200.00$113.33$1,086.67$18,473.33$18,847.46$468,733.27
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786656$1,200.00$120.00$1,080.00$19,440.00$19,858.66$468,102.25
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785655$1,200.00$126.67$1,073.33$20,393.33$20,858.75$467,449.09
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784654$1,200.00$133.33$1,066.67$21,333.33$21,847.68$466,773.71
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783653$1,200.00$140.00$1,060.00$22,260.00$22,825.41$466,076.02
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782652$1,200.00$146.67$1,053.33$23,173.33$23,791.89$465,355.92
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781651$1,200.00$153.33$1,046.67$24,073.33$24,747.08$464,613.32
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780650$1,200.00$160.00$1,040.00$24,960.00$25,690.93$463,848.14
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7796411$1,200.00$166.67$1,033.33$25,833.33$26,623.39$463,060.27
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7786410$1,200.00$173.33$1,026.67$26,693.33$27,544.43$462,249.63
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777649$1,200.00$180.00$1,020.00$27,540.00$28,453.98$461,416.13
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776648$1,200.00$186.67$1,013.33$28,373.33$29,352.01$460,559.68
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775647$1,200.00$193.33$1,006.67$29,193.33$30,238.47$459,680.17
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774646$1,200.00$200.00$1,000.00$30,000.00$31,113.31$458,777.52
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773645$1,200.00$206.67$993.33$30,793.33$31,976.48$457,851.63
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772644$1,200.00$213.33$986.67$31,573.33$32,827.95$456,902.42
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771643$1,200.00$220.00$980.00$32,340.00$33,667.65$455,929.78
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770642$1,200.00$226.67$973.33$33,093.33$34,495.55$454,933.62
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769641$1,200.00$233.33$966.67$33,833.33$35,311.60$453,913.84
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768640$1,200.00$240.00$960.00$34,560.00$36,115.74$452,870.36
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7676311$1,200.00$245.00$955.00$35,335.00$36,972.45$452,592.94
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7666310$1,200.00$250.00$950.00$36,100.00$37,820.83$452,298.90
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765639$1,200.00$255.00$945.00$36,855.00$38,660.83$451,988.18
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764638$1,200.00$260.00$940.00$37,600.00$39,492.41$451,660.70
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763637$1,200.00$265.00$935.00$38,335.00$40,315.55$451,316.39
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762636$1,200.00$270.00$930.00$39,060.00$41,130.21$450,955.19
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761635$1,200.00$275.00$925.00$39,775.00$41,936.35$450,577.03
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760634$1,200.00$280.00$920.00$40,480.00$42,733.94$450,181.83
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759633$1,200.00$285.00$915.00$41,175.00$43,522.95$449,769.53
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758632$1,200.00$290.00$910.00$41,860.00$44,303.33$449,340.05
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757631$1,200.00$295.00$905.00$42,535.00$45,075.06$448,893.33
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756630$1,200.00$300.00$900.00$43,200.00$45,838.09$448,429.29
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7556211$1,200.00$305.00$895.00$43,855.00$46,592.39$447,947.86
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7546210$1,200.00$310.00$890.00$44,500.00$47,337.93$447,448.97
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753629$1,200.00$315.00$885.00$45,135.00$48,074.66$446,932.55
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752628$1,200.00$320.00$880.00$45,760.00$48,802.56$446,398.53
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751627$1,200.00$325.00$875.00$46,375.00$49,521.59$445,846.83
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750626$1,200.00$330.00$870.00$46,980.00$50,231.71$445,277.38
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749625$1,200.00$335.00$865.00$47,575.00$50,932.88$444,690.11
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748624$1,200.00$340.00$860.00$48,160.00$51,625.06$444,084.95
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747623$1,200.00$345.00$855.00$48,735.00$52,308.23$443,461.81
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746622$1,200.00$350.00$850.00$49,300.00$52,982.34$442,820.64
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745621$1,200.00$355.00$845.00$49,855.00$53,647.35$442,161.35
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744620$1,200.00$360.00$840.00$50,400.00$54,303.24$441,483.88
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