Financial Perspectives on Aging and Retirement Across the Generations

The Society of Actuaries’ Aging and Retirement Strategic Research Program is pleased to release the results of a study focused on the financial perspectives of aging and retirement of Americans across five generations, including Millennials, Gen X, Early Boomers, Late Boomers and the Silent Generation. In addition, the study, a follow-up to a survey conducted in 2018, seeks to understand how the habits and behaviors from earlier in life played out in the later years of retirement. The material includes a full report of the findings. Additional reports will be posted as they are available.

The research was conducted by Greenwald Research.

Material

Financial Perspectives on Aging and Retirement Across the Generations

Thank You

The SOA’s Aging and Retirement Strategic Research Program would like to thank the following individuals for their input throughout this project:


Carol Bogosian
John Cutler
Glen Franklin
Sam Gutterman
Monique Hacker
Kam Harris
Barb Hogg
Cindy Levering
Alan Newsome
Anna Rappaport
Andrea Sellars
Steven Siegel, SOA Sr. Research Actuary
Barbara Scott, SOA Sr. Research Administrator

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If you have comments or questions, please send an email to research@soa.org.