Description: This research summarizes surveys of individuals 85+ years old, and children of individuals 85+ years old looking at post-retirement experiences.

Description: The SOA is pleased to make available a report highlighting findings related to housing from the biennial survey, Risks and Process of Retirement.

Description: This report presents findings from the 2013 Risks and Process of Retirement Survey, specifically those relating to personal risk management. Plans made and actions taken throughout people’s formative working lives develop their “life portfolios.” An important part includes making provisions for their senior years. These steps and efforts continued beyond their working lives to optimize physical, cognitive, emotional and financial well-being comprise their personal management of retirement risk. Such measures include, but are not limited to, when they choose to retire and take Social Security; their spending habits; how they manage debt; how they plan living arrangements and utilize the equity in their homes; the financial products they purchase; and how they employ financial planning services.

Description: The SOA is pleased to make available a report highlighting findings related to housing from the biennial survey, Risks and Process of Retirement.

Description: This report presents findings from the 2013 Risks and Process of Retirement Survey, specifically those relating to retirement risks. It uses quotations from the series of focus groups where appropriate to illustrate the findings and addresses factors relating to the management of retirement risks.

Description: This research summarizes interviews of individuals 85+ years old, looking at how habits and behaviors from earlier in life affect the later years of retirement.

Description: The SOA is pleased to make available the full report and an overview report highlighting findings for the biennial survey, Risks and Process of Retirement.

Description: Summary/Project at a Glance of Spending Decisions in Long Term Retirees Study