Managing Retirement Decisions
Research Projects – Pension
The Committee on Post Retirement Needs and Risks completed a landmark effort examining the major decisions encountered in retirement. Drawing upon the expertise of prominent retirement professionals, the result is a thought-provoking series of issue briefs written in everyday language. The briefs tackle a variety of retirement decisions with practical considerations and advice.
For a summary of the briefs, please see the Managing Retirement Decisions Briefs Fast Facts.
For a flyer of the briefs, please see the Managing Retirement – Issue Briefs Summary.
Materials
- Lump Sum or Monthly Pension: Which to Take?– Factors to consider when deciding to take a lump sum distribution or a monthly pension for life.
- Big Question: When Should I Retire?– Key questions to consider, examples showing financial benefits of delaying retirement.
- When Retirement Comes Too Soon– Dealing with plans turned upside down by unplanned early retirement.
- Women Take the Wheel: Destination Retirement– Special issues faced by women in retirement.
- Deciding When to Claim Social Security– When to claim Social Security and the impacts.
- Designing a Monthly Paycheck for Retirement– Replacing a regular paycheck and related options.
- Asset Allocation: A Roadmap to Investing– Tradeoffs, risks in choosing investment asset classes.
- Securing Medicare and Other Health Insurance for the Retirement Journey– Pre- and post-age 65 retiree insurance choices.
- Financing Long-Term Care Needs – Considerations and options for long-term care.
- Where to Live in Retirement– Housing issues and special elderly housing needs.
- Estate Planning: Preparing for Incapacity or End of Life– Estate planning considerations and key issues.
- Finding Trustworthy Financial Advice for Retirement and Avoiding Pitfalls– Avoid the pitfalls of seeking financial advice.
Thank You
The Committee on Post-Retirement Needs and Risks would like to acknowledge and thank its members who worked on producing this series.
Questions Or Comments?
If you have comments or questions, please send an email to research@soa.org.