| A popular question that I hear from baby | | | | calculated as zero for purposes of determining |
| boomers getting ready to retire is "how are my | | | | your benefit amount. |
| Social Security benefits calculated?" This is an | | | | Planning tip: If you have close to 35 years of |
| important question because it could affect how | | | | earnings and you are close to retirement, you will |
| long you need to work, whether you should | | | | benefit greatly by continuing to work until you |
| continue to work during your retirement years, or | | | | have 35 full years of earnings to include in your |
| other aspects of your retirement plan. | | | | benefit calculation. The majority of people this will |
| First, please note that you receive a Social | | | | affect are women who took time off work to |
| Security benefit estimate each year in the mail, | | | | raise a family. |
| usually around your birth date. There are also | | | | The top 35 years of earnings are then divided by |
| several calculators available on the Social Security | | | | 35 to arrive at your average indexed monthly |
| website to help you estimate how much your | | | | earnings (AIME). A formula is applied to your AIME |
| retirement benefits will be, so you don't need to | | | | to determine your primary insurance amount |
| know how to calculate the benefit yourself. | | | | (PIA). We won't go into the specifics of the |
| It's still helpful to know how your benefit is | | | | formula; the important thing to note is that your |
| calculated, however, so here are the basics: | | | | PIA is the full unreduced benefit you would |
| Basically, your top 35 years of earnings are | | | | receive if you retired at your full retirement age |
| indexed for inflation, then averaged to determine | | | | (age 66 for people born between 1943 and 1954). |
| the basis for your monthly benefit. If you worked | | | | This amount will be reduced if you take early |
| less than 35 years, the missing years will be | | | | retirement or increased if you retire after age 66. |