Household and Social Security
Enter household dates, state, and filing status
Set the people and milestones that drive retirement, benefit, tax, and planning years.
When this applies
Use this for the plan owner and spouse, including retirement and planning-end assumptions.
What to gather
- Birth dates.
- Planned retirement dates.
- Planning-end or assumed death dates.
- Current state of residence and filing status.
Where to enter it
Portfolio > Scenario Editor > Personal Details
How to enter it
- Enter each person’s birth, retirement, and death/planning-end date.
- Choose the household state and current filing status.
- Use a What-if to test alternate retirement or longevity dates.
How YARCalc uses it
- After the first spouse’s death year, the projection changes married filing jointly to single.
- Dates drive annual ages and milestone-triggered income and expenses.