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How do I change my Social Security assumptions?

Published

To change your Social Security assumptions:

  1. Log into Betterment and navigate to your Retirement goal from the menu.
  2. Select the Retirement goal "Plan" and choose “Edit Assumptions.”
  3. Select “About your income” and you will be able to change your Social Security assumptions.

For reference, you can download your Social Security data file from the Social Security Administration website, as well as see your earnings record.