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Post Retirement Experiences of Individuals over 85 Years Old
Post Retirement Experiences of Individuals over 85 Years Old This research summarizes surveys of individuals 85+ years old, and children of individuals 85+ years old looking at post-retirement ...- Authors: Society of Actuaries, Brian J Perlman
- Date: May 2018
- Competency: External Forces & Industry Knowledge; Professional Values
- Topics: Pensions & Retirement>Retirement risks
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Relationship of Marital Status to Financial Priorities of Five Generations of Americans
Relationship of Marital Status to Financial Priorities of Five Generations of Americans This study extends provides insights into how married and partnered couples in five generations compare and ...- Authors: Mathew Greenwald
- Date: Feb 2019
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Retirement risks
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Risk Management Issues for Individuals With Special Emphasis for Women
Risk Management Issues for Individuals With Special Emphasis for Women Presented at the Living to 100 Symposium, January 2011. This paper looks at issues with regard to long life and managing ...- Authors: Anna M Rappaport
- Date: Jan 2011
- Competency: External Forces & Industry Knowledge>External forces and business performance
- Topics: Demography>Longevity; Pensions & Retirement>Funding; Pensions & Retirement>Retirement risks
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Retirement Readiness and the Value of Future Social Security
Retirement Readiness and the Value of Future Social Security Retirement readiness planning is difficult because the value of a person's future Social Security benefits is uncertain, given ...- Authors: John Turner
- Date: Apr 2017
- Competency: Leadership>Thought leadership; Technical Skills & Analytical Problem Solving>Innovative solutions
- Topics: Pensions & Retirement>Retirement risks; Social Insurance>Social Security
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Housing Wealth Effects, Boomer Refinancing, Housing Debt, and Retirement Saving Adequacy—1989-2007
Housing Wealth Effects, Boomer Refinancing, Housing Debt, and Retirement Saving Adequacy—1989-2007 Tables for the Housing Wealth Effects, Boomer Refinancing, Housing Debt, and Retirement Saving ...- Authors: John R Gist, Carlos Figueiredo
- Date: Sep 2009
- Competency: Strategic Insight and Integration>Big picture view
- Topics: Pensions & Retirement>Retirement risks
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2015 Risks and Process of Retirement Survey – Key Findings and Issues – Shocks and Unexpected Expenses in Retirement
2015 Risks and Process of Retirement Survey – Key Findings and Issues – Shocks and Unexpected Expenses in Retirement Retirement planning;Retirement Income;Financial planning 6442471391 10/7/2016 ...- Authors: Mathew Greenwald & Associates
- Date: Oct 2016
- Competency: External Forces & Industry Knowledge; Professional Values
- Topics: Pensions & Retirement>Retirement risks
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Segmenting the Middle Market: Retirement Risks and Solutions – Phase 1 Report Update to 2010 Data - Appendix B
Segmenting the Middle Market: Retirement Risks and Solutions – Phase 1 Report Update to 2010 Data - Appendix B The objective of the Phase I research effort was to further the Committee’s work by ...- Authors: Noel Abkemeier
- Date: Feb 2013
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Retirement risks
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Spending and Investing in Retirement - Is There a Strategy?
Spending and Investing in Retirement - Is There a Strategy? This report presents the results of six focus groups with retirees who have at least $100,000 of investable assets and must depend on ...- Authors: Eric Sondergeld, Mathew Greenwald, Sally Bryck
- Date: Jan 2006
- Competency: External Forces & Industry Knowledge
- Topics: Economics>Behavioral economics; Pensions & Retirement>Retirement risks
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Impact of Running Out of Money Roundtable: Ideas Provided
Impact of Running Out of Money Roundtable: Ideas Provided Joe Tomlinson provides insights on this issue. ; By Joe Tomlinson In March 2012, I participated in a Washington D.C. roundtable on the ...- Date: Nov 2012
- Competency: Results-Oriented Solutions
- Publication Name: Pension Section News
- Topics: Pensions & Retirement>Funding; Pensions & Retirement>Retirement risks
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Spotlight On Asia Retirement
Spotlight On Asia Retirement Asia is experiencing changing demographic, social, and cultural tides which threaten to submerge existing retirement-pension systems. retirement planning;global ...- Authors: Society of Actuaries
- Date: May 2018
- Competency: External Forces & Industry Knowledge>External forces and business performance; Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Topics: Global Perspectives; Pensions & Retirement>Pension investments & asset liability management; Pensions & Retirement>Retirement risks