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2019 Risks and Process of Retirement Survey: Report of Findings
.............. 89 DESIGNATED PERSON TO PROVIDE CARE ............................................... ... ..........36 Figure 13: OWNERSHIP OF LONG-TERM CARE INSURANCE PLAN ................................- Authors: Brian J Perlman
- Date: May 2020
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Post retirement risks
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Session 088: Financial Perspectives on Aging and Retirement Across the Generations
closely follow federal law. The Sherman Act, is the primary U.S. antitrust law pertaining to association activities ... not have enough money to pay for adequate health care You might not be able to maintain a reasonable ...- Authors: Carol Bogosian, Mathew Greenwald
- Date: Feb 2020
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement; Public Policy; Public Policy; Pensions & Retirement>Post retirement risks
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The Realities of Retirement: 2019 Risks and Process of Retirement Survey
has also explored issues relating to long-term care, working in retirement, housing and other topics ... actuaries, who have a rigorous formal education and direct experience as practitioners as they perform applied ...- Authors: Brian J Perlman
- Date: Aug 2020
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement; Pensions & Retirement>Post retirement risks
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2019 Risks and Process of Retirement Survey: Financial Expectations of Pre-Retirees Vs Realities of Retirees
actuaries, who have a rigorous formal education and direct experience as practitioners as they perform applied ... techniques as well as individual reports on health care, retirement and other topics. The SOA’s research ...- Authors: Brian J Perlman
- Date: May 2020
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Post retirement risks
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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 • ...- Authors: Society of Actuaries
- Date: Mar 2021
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement; Pensions & Retirement>Retirement risks; Pensions & Retirement>Post retirement risks
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Session 193: Reboot, Rewire, or Retire: Important Decisions about Next Steps After Full Time Work
closely follow federal law. The Sherman Act, is the primary U.S. antitrust law pertaining to association activities ... describes eight case studies. All eight protect health care coverage, usually with a minimum work requirement ...- Authors: Carol Bogosian, Tim Driver, Sally Hass, Anna M Rappaport, Richard Johnson
- Date: Mar 2020
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement; Social Insurance; Social Insurance>Social Security; Pensions & Retirement>Post retirement risks
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SOA 2021 Retirement Risk Survey: An Interview With Barbara Hogg
SOA 2021 Retirement Risk Survey: An Interview With Barbara Hogg The article is an interview ... uncovering expectations individuals have about getting care from family or friends later in life. We found that ...- Authors: Patrick Ring
- Date: Jun 2022
- Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
- Publication Name: Retirement Section News
- Topics: Pensions & Retirement>Retirement risks; Pensions & Retirement>Post retirement risks
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Products, Tools, and Strategies that Address Retirement Risks – Essay Collection
four risks that retirees face: longevity, health care, sequence of returns and inflation. It examines ... and planning ahead for future possible long-term care needs. • Layered Liquidity Management in Retirement ...- Authors: Zvi Bodie, Kenneth Steiner, R Inglis, Jonathan Barry Forman, Richard Fullmer, John Turner, Marion Laboure, Sally Shen , Elizabeth Bauer, Gwen Weng, Gregory A Ward, John Cutler, Max Rudolph, Robert Merton, Paula Hogan, Nevenka Vrdoljak
- Date: May 2020
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Post retirement risks
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SOA Research: Learnings about Financial Priorities by Race and Ethnicity of Groups with Lower Levels of Retirement Security
The 2021 Society of Actuaries Generations Survey offers results by race and ethnicity. This article ... security checks due to leaving the workforce to care for children or elderly relatives. I suggest that ...- Authors: Anna M Rappaport, Alan Newsome
- Date: Jan 2022
- Competency: External Forces & Industry Knowledge
- Publication Name: Retirement Section News
- Topics: Demography; Demography>Population data; Pensions & Retirement; Pensions & Retirement>Risk management; Pensions & Retirement>Post retirement risks
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Retirement Planning Tools
return, inflation, longevity, etc. Users must take care not to underestimate the range and depth of risk ... Spouse) Retirement Accounts • Approximate Health Care Costs • Debts • Family members needing financial ...- Authors: Society of Actuaries
- Date: Aug 2019
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement; Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks; Pensions & Retirement>Post retirement risks