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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
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Financial Fragility Across the Generations
expenses Saving for vacations Saving for long-term care Saving for buying or upgrading a home Saving for ... this. Saving for medical expenses and long-term care are lesser priorities, with little difference between ...- Authors: Mathew Greenwald
- Date: Feb 2019
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Retirement risks
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Process of Retirement - Key Findings and Issues
retirement focuses on retirement from the individual’s primary occupation. The discussion sections in this report ... Finding Many people who have retired from their primary occupation continue to be employed in the workplace ...- Authors: Society of Actuaries
- Date: Feb 2004
- Competency: External Forces & Industry Knowledge
- Topics: Economics>Behavioral economics; Pensions & Retirement>Retirement risks
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Spotlight On Retirement, India
............................ 32 Figure 18 — Primary Responsibility for Providing Retirement Funds ... children for funding their retirement as well as for care. However, with more and more urbanization, the ...- Authors: Saurav Biswas
- Date: Sep 2018
- Competency: External Forces & Industry Knowledge>External forces and business performance; Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Topics: Pensions & Retirement>Pension investments & asset liability management; Pensions & Retirement>Retirement risks
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2015 Risks and Process of Retirement Survey – Report of Findings
................... 179 Figure 274: Providing Care in Retirement ................................. ... ................... 180 Figure 275: Providing Care in Retirement, by Household Income ............- Authors: Mathew Greenwald & Associates
- Date: Jan 2016
- Competency: External Forces & Industry Knowledge; Professional Values
- Topics: Pensions & Retirement>Retirement risks
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Family Obligations Across Generations
leave of absence or reduce their work schedule to care for a disabled parent. And it is the older generations ... leave of absence or reduce their work schedule to care for a disabled parent. Please indicate the extent ...- Authors: Society of Actuaries
- Date: Nov 2018
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Retirement risks
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Spotlight On Retirement, Japan
............................. 29 Figure 18 — Primary Responsibility for Providing Retirement Funds ... it faces significant challenges in preparing to care for its elderly in the coming decades. Japan’s ...- Authors: Saurav Biswas
- Date: Sep 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
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Optimizing Retirement Income by Integrating Retirement Plans, IRAs, and Home Equity
develop solutions for their individual clients. The primary group under consideration of our analyses are middle- ... to skilled, unbiased financial planners. The primary group under consideration for this project ...- Authors: Steven Vernon, Wade D Pfau, Joseph Tomlinson
- Date: Dec 2017
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
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2015 Risks and Process of Retirement Survey – Key Findings and Issues – Spending Patterns and Debt
spending and debt management. In addition, health care costs are growing more rapidly than the rest of ... The 2015 in-depth interviews explored long-term care issues with current and former caregivers of long-term ...- Authors: Mathew Greenwald & Associates
- Date: Oct 2016
- Competency: External Forces & Industry Knowledge; Professional Values
- Topics: Pensions & Retirement>Retirement risks
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Spotlight On Retirement, Indonesia
............................. 26 Figure 17 — Primary Responsibility for Providing Retirement Funds ... and children for retirement funding and personal care. However, with more and more urbanization, the ...- Authors: Saurav Biswas
- Date: Oct 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