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Thinking Ahead: Informing the Design of a Roadmap for Keeping Your Money Save as You Age
affects one-third of adults aged 85 and older in the U.S. (Alzheimer’s Association, 2018), yet even normal ... Federal Reserve (2013) found that only a quarter of U.S. adults had appointed an agent under power of attorney ...- Authors: Steven Vernon
- Date: Oct 2020
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
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Shocks and the Unexpected: An Important Factor in Retirement
Shocks and the Unexpected: An Important Factor in Retirement The SOA is pleased to make available ... available a series of reports highlighting the SOA's extensive boy of research on post-retirement risks ...- Authors: Anna M Rappaport
- Date: Dec 2017
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Risk management
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Society of Actuaries 2001 Retirement Risk Survey - Key Findings and Issues
plan with benefits paid as a joint and survivor annuity, it is not critical to be able to estimate life ... effect self-insure this risk rather than buy an annuity. The importance of longevity risk will grow in ...- Authors: Mathew Greenwald
- Date: Jan 2001
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Risk management
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Managing the Impact of Long-Term Care Fast Facts
End‐of‐Life Medical Care Costs o An Overview of the U.S. LTC Insurance Market (Past and Present): The Economic ... Future LTSS and Long Life Through More Flexible 401(k)s and IRAs o The American Long‐Term Care Insurance ...- Authors: Society of Actuaries
- Date: Jul 2019
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
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Optimizing Retirement Income Fast Facts
income strategies (such as purchasing certain annuity products and using Social Security optimization ... Security benefits, use low-cost investment or annuity products, and have a significant percentage of ...- Authors: Society of Actuaries
- Date: Jul 2019
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement; Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management