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Honest Toolkit

Social Security and retirement withdrawals, step by step

When to claim, what work and tax change, and the withdrawals you must take.

For people in the US who are close to retirement and want to choose when to claim Social Security, and to plan the tax and the withdrawals that come with it.

Start with the claiming age calculator, check the earnings limit and the tax on benefits, then see your required minimum distribution and follow the checklist.

The steps, in order

  1. CalculatorWhen to claim
  2. CalculatorWork and benefits
  3. CalculatorTax on benefits
  4. CalculatorRequired withdrawals
  5. GuideClaiming age explained
  6. ChecklistClaim Social Security