Financial Perspectives on Aging and Retirement Across the Generations
The Society of Actuaries Research Institute 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 include a full report of the findings, a report on race and ethnicity, a report on financial fragility, a report focused on Generation X, and a report on key demographics across races and ethnicities.
The research was conducted by Greenwald Research.
Material
Financial Perspectives on Aging and Retirement Across the Generations
Financial Perspectives on Aging and Retirement Across the Generations – Report on Race and Ethnicity
Exploring Financial Fragility Across Generations, Race and Ethnicity
Generation X: Ready for Retirement?
Financial Perspectives Across Race and Ethnicities
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
Questions or Comments?
Give us your feedback! Take a short survey on this report. Take Survey
If you have comments or questions, please send an email to research@soa.org.