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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 ...

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    • Authors: Anna M Rappaport, Vickie Bajtelsmit, LeAndra Yasuyo Foster
    • Date: Jan 2013
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • 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 ...

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    • Authors: Mathew Greenwald, Mathew Greenwald & Associates
    • Date: Oct 2018
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • 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 ...

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    • Date: May 2014
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks
  • Lump Sum or Monthly Pension: Which to Take? Issue Brief
    increase feature. • Income or inheritance. If your primary goal is to receive a steady monthly income for ... retail annuity purchased separately). But if your primary goal is to leave assets to heirs or charity, the ...

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    • Authors: Society of Actuaries
    • Date: Jun 2016
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • Difficulty in Gaining Financial Security for Millennials
    value of their savings and the unknowns of health care expenses, outpace those of earlier generations, ... not have enough money to pay for adequate health care You might deplete all of your savings You might ...

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    • Authors: Mathew Greenwald, Mathew Greenwald & Associates
    • Date: Oct 2018
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • The Future of Retirement in China Fast Facts
    concerns. Nearly half named providing for health care costs beyond the social insurance medical supplement ... future-retirement-china-complete.pdf • Timeframe: Primary research conducted in 2015, enriched by secondary ...

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    • Authors: Society of Actuaries
    • Date: Oct 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement; Pensions & Retirement>Retirement risks
  • Key Findings and Issues: The Impact of the Economy on Retirement Risks
    not owners of stock, so this would not have a direct impact on them. Housing values were also down ... having enough money to pay for adequate health care (49 percent of retirees, 67 percent of pre-retirees) ...

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    • Authors: Society of Actuaries
    • Date: Jan 2010
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • Key Findings and Issues - Personal Risk management
    to/did you) retire or begin to retire from your primary occupation? Source: Society of Actuaries, 2013 ... they had been “pushed” out of the workplace. Primary reasons for the “push” were job prob- lems, including ...

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    • Authors: Mathew Greenwald
    • Date: Jun 2014
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks
  • 2015 Risks and Process of Retirement Survey – Key Findings and Issues
    address the impact on individuals of long-term-care events, parents’ experiences with retirement, and ... long-term care. The interview subjects were people whose parent or spouse needed long-term care in old ...

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    • Authors: Mathew Greenwald & Associates
    • Date: Aug 2016
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks
  • 2015 Risks and Process of Retirement Survey – Key Findings and Issues – Shocks and Unexpected Expenses in Retirement
    include death of a spouse, entry into a long-term-care facility, or a major repair to the home, among ... caregivers of retirees currently needing long-term care and retired 15 years or more. This Special Topic ...
    • Authors: Mathew Greenwald & Associates
    • Date: Oct 2016
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks