Description: The papers in this monograph provide varied perspectives on many housing and retirement issues of concern to policymakers, financial planners, and homeowners, among others. This article provides key takeaways from the various papers. Additionally provided are suggestions for future work.

Description: The authors analyze the impact of the market downturn in 2008 on investors nearing retirement. The analysis finds that these investors are likely to delay retirement to recover. From the 2011 Enterprise Risk Management Symposium, March 2011.

Description: The author reviews 10 authoritative papers regarding research on the post-retirement period of life.

Description: 'This paper looks at the issue of the timing the commencement of income annuities from the perspective of a real life client scenario.' From the 2011 Enterprise Risk Management Symposium, March 2011.

Description: Discussant comments for the 2009 Housing Wealth monograph paper, “The Impact of Diminishing Wealth on Future Consumption: How Housing Wealth Affects Retirement Planning.” The goal of the paper is to help financial professionals and plan sponsors recognize that retirement planning is being influenced by new factors and suggests ways they can readjust retirement planning strategies. The discussant has additional suggestions for financial professionals.

Description: Monograph about how reverse mortgages could supplement income for older homeowners. The results indicate that reverse mortgages may offer substantial benefits but at a high price.

Description: This paper looks at the spending decisions that are made during retirement and some of the options and choices available.