What is the Social Security Estimator?
The Boldin planner now automatically estimates Social Security benefits based on your current income giving you:
✅ Automatic updates
✅ More accurate Social Security estimates
How to Use the Social Security Estimator
Navigate to My Plan > Income
Press Social Security
Toggle on "Automatically estimate my Social Security benefit based on current income"
The planner will recast your Social Security benefit each time you update your income.
If you prefer, you may opt out and enter your Full Retirement Age benefit from the Social Security Administration.
Technical Details
Your estimate is based upon the income currently active in your plan as of this month.
If you don't have work income or you're already retired, your benefit will default to $2,000.
The estimated benefit is based upon based the lookup table provided by the Social Security Administration annually.
The estimator is designed to override your previously entered full retirement age benefit once you toggle it on. However, this data replacement only occurs after you explicitly press the "save" button.