Description: This paper explores the relationship between the Wealth Transfer Index WTI and retirement age, which is the age at which the workers in an economy cease to be economically productive.

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 sets forth challenges presented by an aging society with a focus on the situation of the individual and the implications for actuaries. From Retirement Needs Framework, M-RS00-1.

Description: Symposium session on Emerging Definitions of Retirement.

Description: The paper will focus on two broad areas, integration of insurance products with investment products to mitigate the risk of outliving one’s assets in post-retirement financial planning. Modeling and pricing for the longevity risk in the secondary market in insurance.

Description: Explores SOA and other research on shocks and unexpected expenses. Discusses impact of shocks and strategies for responses. Includes many focus group quotes.

Description: Charts for the Housing Wealth Effects, Boomer Refinancing, Housing Debt, and Retirement Saving Adequacy—1989-2007 monograph.

Description: This presentation concentrates on the regression analysis of three waves of data 2001, 2003, and 2005 from the Consumption and Activities Mail Survey CAMS. The CAMS collects consumption data from a random subset of respondents in the Health and Retirement Study HRS . The HRS is a nationally representative sample of persons who were aged 51 to 61 in 1992 and their spouses or partners. The survey is longitudinal in nature, with the baseline interview conducted in 1992 and subsequent waves occurring every two years. [Comments on long-term care needs and reverse mortgages will be offered at oral presentation without quantitative data.] From 'Needs and Spending in Retirement: Unraveling the Mystery' Symposium, Washington, D.C. October 2007.