Social Security Retirement Benefits - When to Start Spreadsheet

a spreadsheet to help you choose wisely about when to start taking Social Security Retirement Benefits

This course makes it easy to consider the timing of your Social Security Retirement Benefits. With just a few entries in a spreadsheet, you can quickly see how starting early or waiting until later affects your monthly retirement benefit. In addition, you can see the financial value of your choices over a long span of retirement -- up to 100 years of age.

There are two spreadsheets in this course: one designed for people born in 1960 and later; and one for people born between 1943 and 1959. These versions sync with Social Security retirement guidelines on the agency's website. Also included are video instructions on using the spreadsheets.

Your Instructor

Julie Rains
Julie Rains

Julie Rains is a writer with interests in personal finance, investing, faith, and fitness. She holds a Bachelor of Science in Business Administration with a concentration in finance from The University of North Carolina at Chapel Hill.

Course Curriculum

  Intro - Social Security Retirement Benefits Spreadsheets
Available in days
days after you enroll
  Tools for People Born Between 1943 and 1959
Available in days
days after you enroll
  If You Need Help
Available in days
days after you enroll

Frequently Asked Questions

When does the course start?
The course starts now -- the spreadsheet is available as a download in the second lecture.
How long do I have access to the course?
You'll get immediate access to the spreadsheet upon purchasing the course. Access will be available until December 2020 or later,
What if I am unhappy with the spreadsheet?
We would never want you to be unhappy! Please let me know if you need help with the spreadsheet. If you discover that the spreadsheet is not suitable for your purposes, please contact us in the first 30 days after purchase and we will give you a full refund.

Get started now!