Description: This paper examines the following three questions by reviewing literature that identifies and evaluates the tradeoffs among annuitization and self-managed drawdown strategies: 1. How DO Retirees Draw Down their Financial Savings? 2. How COULD Retirees Draw Down their Financial Savings? 3. How SHOULD Retirees Draw Down their Financial Savings?

Description: This is a discussion about pensions and the cost of living. From Transactions of Society of Actuaries 1962, Vol. 14 Pt. 2

Description: The Society of Actuaries Research Institute’s Aging and Retirement Strategic Research Program is pleased to make available a brief report on the impact of COVID-19 on financial stress.

Description: Explore an essay collection from the Society of Actuaries (SOA) Research Institute that focuses on how climate change may impact retirement security.

Description: This report pulls together various findings on caregiving research from the 2017 Risks and Process in Retirement Survey as well as other SOA research.

Description: This report investigates the financial consequences of delaying CPP payments. The intent is to provide a quantitative basis to better inform the take-up decisions of Canadians for whom delaying CPP benefits might provide improved financial outcomes and greater retirement income security.

Description: An overview of the main points of the report, A Conversation on Dementia and Cognitive Decline.

Description: This report investigates the financial consequences of delaying CPP payments. The intent is to provide a quantitative basis to better inform the take-up decisions of Canadians for whom delaying CPP benefits might provide improved financial outcomes and greater retirement income security.

Description: The Aging and Retirement and Actuarial Innovation and Technology Strategic Research Programs are pleased to make available a report that provides a sampling of new financial technologies (fintech) and their applications related to retirement savings systems affecting participants, plan sponsors and service providers.

Description: This study provides insights into the savings and retirement planning of 35- to 45-year-olds and the attitudes, beliefs, life experiences, pressures, and other factors that influence their savings and planning.