To change your Social Security assumptions:
- Log in to your Betterment account and navigate to your RetireGuide plan
- Click “Edit Assumptions” in the top right.
- Select “About your income” in the left column and you will be able to change your Social Security assumptions and even upload a Social Security data file.
You can download your Social Security data file from the Social Security Administration website, as well as see your earnings record. To learn more about finding and uploading your Social Security data file, click here.