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Aging and Retirement Issues for LGBTQ+ People Essay Collection

The Society of Actuaries Research Institute’s Aging and Retirement Strategic Research Program in collaboration with the Sexuality and Gender Alliance of Actuaries (SAGAA) is pleased to release a collection of essays in response to a call for essays aimed at a broader exploration of issues related to aging and retirement for LGBTQ+ people. A primary aspect of this call for essays is to explore how retirement-related outcomes are experienced by LGBTQ+ people and the diversity of experiences within this group. Another aspect is to promote enhanced understanding of the underlying issues surrounding these differences. Some essays published in this collection have a broader focus than just retirement.

Download complete essay collection or browse individual essays below.

Introduction

PRIZE WINNER: A Glimpse at the Financial Journey to Retirement for LGBTQ+ People in the United States
Alfonso Carrillo

My Observations on Retirement Issues for Transgender Women
Cynthia Edwalds

Aging and Retirement Issues for LGBTQ+ People
Paulina Schau

Beyond the Binary – How Insurance Companies Can Adapt to Meet the Needs of Transgender, Non-binary, and Intersex Individuals
Jonah von der Embse

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

David Daly
Ron Gebhardtsbauer
Cindy Levering
Anna Rappaport
Andrea Sellars
Linda Stone
Lisa Schilling, SOA Sr. Research Actuary
Steven Siegel, SOA Sr. Research Actuary

Barbara Scott, SOA Sr. Research Administrator
If you have comments or question, please send an email to research@soa.org.