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  • Improving Retirement Outcomes: Timing, Phasing and Benefit Claiming Choices
    Improving Retirement Outcomes: Timing, Phasing and Benefit Claiming Choices This report ... incorporates investment, inflation, health and long-term care risks. Results of these simulations provide insight ...

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    • Authors: Anna M Rappaport, Vickie Bajtelsmit, LeAndra Yasuyo Foster
    • Date: Oct 2013
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • Lifecycle Roundtable Transcript
    Lifecycle Roundtable Transcript This is a transcript of a roundtable discussion moderated by ... magazine. Annuities;Financial security;Long-term care=LTC;Medical expenses;Phased retirement;Retirement ...

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    • Authors: Society of Actuaries
    • Date: Sep 2007
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • Retirement Adequacy in the United States: Should We Be Concerned?
    are used in retirement adequacy research makes direct comparisons of results more difficult. Some important ... such as poor investment performance, long-term care, death of a spouse, and unexpected out-of-pocket ...

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    • Authors: Anna M Rappaport, Vickie Bajtelsmit
    • Date: Mar 2018
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
  • 2015 Risks and Process of Retirement Survey – Key Findings and Issues – Living Longer and Impact on Planning
    The 2015 in-depth interviews explored long-term care issues with current and former caregivers of long-term ... subjects had a parent or spouse who needed long-term care in old age, and some interviews included caregivers ...
    • Authors: Mathew Greenwald & Associates
    • Date: Oct 2016
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks
  • A Spending Plan for Retirement: Estimating Expenses
    budgeted, while others, like recreation and medical care, fluctuate over time. Having a basic understanding ... retirees may carry life, health, and long-term care insurance. These costs often increase with age ...

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    • Authors: Gregory A Ward
    • Date: Oct 2018
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • Retirement Experiences of People Age 85 and Over
    Retirement 16 Medical and Long-Term Care Spending 19 Long-Term Care and Caregiving 21 Changes over the ... of Retirement Survey on Caregiving and Long-Term Care (to be published in 2019) Post-Retirement Experiences ...

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    • Authors: Anna M Rappaport
    • Date: Feb 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • Financial Risk Concerns and Management Across Generations
    nursing home or long-term care if needed, and affording quality health care. In general, pre-retirees ... there are high levels of concern around long-term care, yet few people are planning for this. On the ...

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    • Authors: Mathew Greenwald
    • Date: Nov 2018
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • Key Findings and Issues-Phases of Retirement
    Survey will cover the risks of health and long-term care, and retirement issues of special concern to women ... location, including senior housing or a continuing care retirement community –Marriage, assuming responsibility ...

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    • Authors: Ruth Helman
    • Date: Jan 2007
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • Managing Post-Retirement Risks - A Guide to Retirement Planning
    Employment 8 Public Policy 9 Unexpected Health Care Needs & Costs 10 Lack of Available Facilities or ... cases, but they may also increase it in others. Care is needed in the use of these products. The mortgage ...

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    • Authors: Society of Actuaries
    • Date: Oct 2011
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • Improving Retirement Outcomes: Report Summary
    longevity, inflation, investment, health, and long-term care. By varying assumptions, they compared the impact ... mortgage payoff, purchase of annuities and long-term care insurance, and delayed versus early retirement ...

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    • Authors: Society of Actuaries
    • Date: Jan 2014
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
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