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Post-Retirement Financial Strategies from the Perspective of an Individual Who Is Approaching Retirement Age
Post-Retirement Financial Strategies from the Perspective of an Individual Who Is Approaching ... minimum death benefits=GMDB;Inflation;Long-term care insurance=LTCI;Social Security;Socioeconomic status;Variable ...- Authors: Arnold Shapiro
- Date: Aug 2010
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Retirement risks
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Post-Retirement Experiences of Individuals 85+ Years Old
...................... 24 6. Health Care and Long-Term Care Issues—What Are the Effects? ......... ... ...................... 50 Health and Long-Term Care Costs .........................................- Authors: Brian J Perlman
- Date: Sep 2017
- Competency: External Forces & Industry Knowledge; Professional Values
- Topics: Pensions & Retirement>Retirement risks
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Family is Important for Retirement Security
Generations 12 The Cost of Providing Long-Term Care or Intensive Help 12 The Family Bank 13 Cognitive ... Individuals: Perspectives of the Caregiver and the Care Recipient Post-Retirement Experiences of Individuals ...- Authors: Anna M Rappaport
- Date: Feb 2020
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement; Pensions & Retirement>Retirement risks
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Key Findings and Issues - Longevity: The Underlying Driver of Retirement Risk - 2005 Risks and Process of Retirement Survey Report - July 2006
had the added benefit of employer-sponsored health care, come from socio-economic groups with more favorable ... Average life expectancy Health habits (i.e., take care of myself, exercise, eat right) Positive attitude ...- Authors: Society of Actuaries
- Date: Jul 2006
- Competency: External Forces & Industry Knowledge
- Topics: Demography>Longevity; Pensions & Retirement>Retirement risks
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Study of Decisions Made Prior to and During Retirement
to their prior primary occupation? Was it full-time or part-time? What was the primary motivation for ... people at work 7. Determining where their health care coverage would come from 4 8. Figuring out ...- Authors: Society of Actuaries
- Date: Aug 2012
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Retirement risks
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Key Findings and Issues-Working in Retirement
defined-benefit (DB) plans to more situations where the primary—or even the only—retirement plan is defined-contribution ... as to how long they can expect to work. Health care benefits remain an important part of the picture ...- Authors: Society of Actuaries
- Date: Aug 2012
- Competency: External Forces & Industry Knowledge; Professional Values
- Topics: Pensions & Retirement>Retirement risks
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Key Findings and Issues - Process of Planning and Personal Risk Management
interest rates, the affordability of health care and long-term care, outliving assets, and maintaining a reasonable ... retirees depend on Social Security for their primary, and in some cases their sole, source of income ...- Authors: Society of Actuaries
- Date: Feb 2011
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Retirement risks
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Measures of Retirement Benefit Adequacy: Which, Why, for Whom, and How Much?
investment, inflation, life, health, and long term care risks, with distributional assumptions for each ... of living, buying an annuity, buying long-term care insurance, delayed and early retirement, and the ...- Authors: Anna M Rappaport, Vickie Bajtelsmit, LeAndra Yasuyo Foster
- Date: Jan 2013
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Retirement risks
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Financial Priorities, Behaviors and Influence on Retirement
PRIORITIES BY GENERATION Saving for long-term care and medical expenses are relatively low across generations ... needing long-term care. For instance, the average estimated monthly costs for long-term care in 2017 can ...- Authors: Mathew Greenwald, Mathew Greenwald & Associates
- Date: Oct 2018
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Retirement risks
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research-2014-retire-survey-findings
realistic expectations. • Inflation, health care and long-term care consistently are among the risks retirees ... not have enough money to pay for adequate health care You might not have enough money to pay for a ...- Date: May 2014
- Competency: External Forces & Industry Knowledge; Professional Values
- Topics: Pensions & Retirement>Retirement risks