Projections by Beneficiary Type
- Divorced Spousal
Beneficiaries - Early Eligibility
Age Beneficiaries - Spousal-Only
Beneficiaries - Survivor-Only
Beneficiaries - Women & Dual
Entitlement
Early Eligibility Age Beneficiaries in 2050
Methodology »Released: May 2024
Next expected update: 2028
DEFINITION: Early eligibility age beneficiaries are individuals who claim at age 62, the earliest eligibility age for retired worker and spousal benefits. The full retirement age (FRA) is the age a beneficiary's full Social Security benefit is payable. The monthly benefit is permanently reduced for every month before FRA that a beneficiary receives benefits. Beneficiaries who claim at 62 receive the largest benefit reduction.
In 2050, we project that:
- About 50 percent of beneficiaries who start benefits at age 62 will be women.
- The poverty rate will be higher for beneficiaries who start benefits at age 62 compared with beneficiaries who start benefits at 63 or older.
- A higher percentage of beneficiaries who start benefits at age 62 will be in lower earning households compared with beneficiaries who start benefits at age 63 or older.
- Beneficiaries who start benefits at age 62 will have lower median benefits compared with beneficiaries who start benefits at 63 or older.
- Beneficiaries have similar life expectancies regardless of claiming age.
Characteristic | Beneficiaries who start benefits at age 62 | Beneficiaries who start benefits at age 63 or older |
---|---|---|
Number of beneficiaries | 26 million | 40 million |
Women | 51% | 53% |
Race or ethnicity | ||
White | 64% | 67% |
Black | 10% | 10% |
All other races | 6% | 9% |
Hispanic origin | 20% | 14% |
Below 100% of the poverty threshold | ||
Scheduled benefits | 7% | 2% |
Payable benefits | 12% | 4% |
Median age at death | ||
Women | 92 | 93 |
Men | 90 | 91 |
Lifetime shared earnings quintile | Beneficiaries who start benefits at age 62 | Beneficiaries who start benefits at age 63 or older |
---|---|---|
Lowest | 20 | 11 |
Second lowest | 21 | 17 |
Middle | 22 | 21 |
Second highest | 21 | 23 |
Highest | 16 | 28 |
Benefit type and sex | Beneficiaries who start benefits at age 62 | Beneficiaries who start benefits at age 63 or older |
---|---|---|
Scheduled benefits | ||
Women | 1,635 | 2,531 |
Men | 2,042 | 2,953 |
Payable benefits | ||
Women | 1,261 | 1,951 |
Men | 1,574 | 2,277 |
NOTE: Disabled beneficiaries, survivor beneficiaries who started benefits before age 62, and those who do not have enough credits at age 62 to qualify for benefits were not included in this analysis.
SOURCE: Modeling Income in the Near Term, Version 8 (MINT8) microsimulation model using 2023 Trustees Report intermediate assumptions.