Name: Phone:  
  Year of Birth: Planned Retirement Age: E-mail:  
                       
  Social Security Statement (page 2)       62 Monthly Benefit after Earned Income Exemption  
  Age 62 Monthly Benefit Assumed Tax Defered Interest Rate  
  Age 66 Monthly Benefit Annual Earned Income after age 61  
  Age 70 Monthly Benefit 2013 Earned Income Exemption $15,120.00 Assumed CPI  
                       
  Age Total Benefit Collected 62 Total Benefit Collected 66 Total Benefit Collected 70 Collect @ Age 62 (Annual Benefit) Collect @ Age 66 (Annual Benefit) Collect @ Age 70 (Annual Benefit) (Annual Benefit) Accumulated in a Tax Defered Account Save Social Security from age 62 - 66 in a Tax Defered Account allow balance to grow. Save Social Security from age 62 - 70 in a Tax Defered Account allow balance to grow.  
  62     Acumulated Reserve Acumulated Reserve  
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  This analysis is based soley on the information provided by you and may vary from your actual benefits or savings results. The illustration provided by this calculator is hypothetical and does not represent current or future performance of any specific investment, nor do they reflect sales charges or other expenses that may be required for some investments. No guarantees are made as to the accuracy of any projection and are in no way endorsed, offered or guaranteed.  
     

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