Are Social Security’s Benefit Statements Useless for Accurate Planning?

Analysis February 27, 2025 at 12:38 PM
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What You Need To Know

  • Changes to benefit statements in 2021 both streamlined the form and decreased its utility, planner Derek Tharp says.
  • In its current form, the statement makes assessment of its accuracy much more challenging.
  • The SSA’s website is a helpful alternative, but accessing the information isn’t always easy.
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