Refine your search
181 - 190 of 267 results (0.45 seconds)
Sort By:
  • Focus on Family Types and Financial Well-Being – Planning Tips
    They are also worried about health and long-term care, potential increases in taxes, and changes to government ... in order. A will, advance directives for health care, durable powers of attorney, and trusts in certain ...

    View Description

    • Authors: Society of Actuaries, The Metlife Mature Market Institute
    • Date: Oct 2012
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • Ripe for Retirement: How and When Will People Retire in the Future?
    decisions (when a spouse retires), the need to provide care and help to other family members, health issues ... retirement at any particular time. With DC primary plans, many people are reluctant to retire, and ...

    View Description

    • Authors: Anna M Rappaport
    • Date: Jul 2015
    • Competency: Leadership>Thought leadership; Professional Values>Public interest representation
    • Publication Name: The Actuary Magazine
    • Topics: Pensions & Retirement>Retirement risks; Public Policy
  • The Changing Retirement Landscape
    health of one’s spouse, children, and parents. The primary economic factors affecting the retirement age are ... tend to prolong worklife while the need to provide care to ill and disabled family members may hasten retirement ...

    View Description

    • Authors: Anna M Rappaport, Robert L Clark
    • Date: Sep 2001
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks
  • The Role of Information and Expectations in Retirement Planning: Communicating Income versus Lump Sums
    The Role of Information and Expectations in Retirement Planning: Communicating ...  it is most common to provide lump sums as  the primary form of payment and to communicate plan benefits as lump sums ...

    View Description

    • Authors: Anna M Rappaport
    • Date: Nov 2008
    • Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
    • Topics: Economics>Behavioral economics; Pensions & Retirement>Retirement risks
  • Working and the Retirement Journey Essay Collection
    employee lifecycles tend to remain intact as a primary option, given that they are well ingrained within ... Could live 20 more years • Saving for future health care costs • Pay off the mortgage and/or new digs • ...

    View Description

    • Authors: Society of Actuaries
    • Date: Mar 2021
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement; Pensions & Retirement>Retirement risks; Pensions & Retirement>Post retirement risks
  • Retirement Planning From Start to Finish
    age 65 can expect to use some form of long- term care during their lives.4 Helpful Resources • How long ... html • Long-term care insurance: www.lifehappens.org/insurance- overview/long-term-care-insurance You’ve ...

    View Description

    • Authors: Society of Actuaries
    • Date: Dec 2017
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • Managing Retirement – Issue Briefs Summary
    retiree insurance choices. Financing Long-Term Care Needs Answers to questions about whether to ... SERIES Aging and Retirement Financing Long-Term Care Needs MANAGING RETIREMENT DECISIONS SERIES Aging ...

    View Description

    • Authors: Society of Actuaries
    • Date: Sep 2012
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • Retirement Needs Framework, Chapter 6: Protecting Spousal Rights in Private Pensions
    time away from the workplace to raise a family or care for an aging relative. For example, one study found ... prin- ciple of individual autonomy is also the primary principle governing 401(k) plans and most other ...

    View Description

    • Authors: Jonathan Barry Forman
    • Date: Jan 2000
    • Competency: Technical Skills & Analytical Problem Solving>Incorporate risk management
    • Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks
  • Key Findings and Issues-The Impact of the Economy on Individual Retirement Risks
    about having enough money to pay for adequate health care (61 percent and 74 percent). Approximately six ... concerned about having enough money to pay for long-term care (60 percent and 66 percent), being able to maintain ...

    View Description

    • Authors: Society of Actuaries
    • Date: Sep 2012
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks
  • Summary Report: Measures of Retirement Benefit Adequacy: Which, Why, for Whom, and How Much?
    longevity, inflation, investment, health, and long-term care. By varying assumptions, they compare outcomes ... mortgage payoff, purchase of annuities and long-term care insurance, delayed and early retirement. They describe ...

    View Description

    • Authors: Society of Actuaries
    • Date: Jan 2013
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks