When using ‘Based on SS statement value’ as the estimated benefit amount option, the ‘Start age’ is specifically the age listed on the client’s SS statement, along with its corresponding monthly amount. The ‘Filing age’ is when the client is presumed to file in the RightCapital retirement projections. In cases where the ‘Filing age’ and the ‘Start age from statement’ do not align, RightCapital will automatically recalculate the benefit accordingly.
What is the difference between "Filing Age" and "Start Age from Statement"?
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