Description: A fact sheet summarizing the report, Optimizing Retirement Income by Integrating Retirement Plans, IRAs, and Home Equity.

Description: This report presents the results of a telephone study among Americans aged 45 to 80.

Description: Summary of a report examining the decision process to retire and views on managing assets after retirement. The study was designed specifically to examine those who were not forced to retire due to ill health or disability.

Description: This report highlights the findings of the 2009 survey and focuses on issues in the survey specifically as they relate to retirement concerns unique to women.

Description: Series of infographic to help individuals understand how life expectancy and the decisions they make impact their plans for a happy, healthy and well-funded retirement.

Description: The SOA’s Committee on Post Retirement Needs and Risks is issuing this request for proposals to study how individuals make retirement decisions. The Committee seeks to better understand retirement decision-making, what and when steps are completed, how finances and other factors are considered and how successful retirees are in their retirement years.

Description: Asia is experiencing changing demographic, social, and cultural tides which threaten to submerge existing retirement-pension systems.

Description: This report highlights the findings of the 2009 survey and focuses on issues in the survey specifically as they relate to economic and financial issues.

Description: This is a transcript of a roundtable discussion moderated by Anna Rappaport. The purpose of the roundtable is to discuss a model of personal investing known as the Life–Cycle Model of Investing and Saving. This model is concerned with how individuals can find ways to smooth their consumption so that they have a roughly similar standard of living across different periods of time. This roundtable discussion was the catalyst for the article, 'Perspectives on Retirement Planning and Consumption' written by Steven S. Siegel for the October/November 2007 Actuary magazine.

Description: The purpose of the latest in this series, the 2005 Risks and Process of Retirement Survey, is to evaluate Americans’ awareness of such risks, how their awareness has changed since 2003, and how it affects the way they manage their finances. This report focuses on attitudes toward longevity specifically in the context of planning for and managing the financial risk of outliving assets in retirement, and relates the public’s understanding of these issues to other studies. Three other reports cover in greater depth the process of retirement, other post-retirement risks, and retirement issues of special concern to women. The 2001, 2003 and 2005 studies separately analyzed current retirees and those not yet retired, referred to in these reports as ‘pre-retirees.’