Data Sources
The source hierarchy used for rule-based calculator inputs and retirement system research.
Rule-based financial content should start with primary sources. For U.S. retirement and tax rules, that means agencies such as the Social Security Administration and Internal Revenue Service. Country pension research should prefer the relevant national pension or social-security authority.
Key points
- National pension or social-security authority
- National tax authority
- Statutes or official regulations
- Government ministries
- International institutions for cross-checking and discovery
How this fits into retirement planning
Secondary finance websites can be useful for comparison and discovery, but they should not be the final authority for a legal threshold, tax limit, public benefit formula, or pension eligibility rule.