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.
- 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.
- Treating Asset Allocation Like a Road map– 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.
The Committee on Post-Retirement Needs and Risks would like to acknowledge and thank its members who worked on producing this series.
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