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Key Findings and Issues: Phased Retirement and Planning for the Unexpected - 2005 Risks and Process of Retirement Survey Report
retirement. Retirement from the individual’s primary occupation is the definition of retirement used ... describing how you retired/plan to retire from your primary occupation? Source: 2005 Risks and Process of ...- Authors: Society of Actuaries
- Date: Apr 2006
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Retirement risks
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Relationship of Marital Status to Financial Priorities of Five Generations of Americans
actuaries, who have a rigorous formal education and direct experience as practitioners as they perform applied ... techniques as well as individual reports on health care, retirement and other topics. The SOA’s research ...- Authors: Mathew Greenwald
- Date: Feb 2019
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Retirement risks
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Segmenting the Middle Market: Retirement Risks and Solutions – Phase 1 Report Update to 2010 Data Report
income) PROJECT APPROACH AND ANALYSIS The primary source for income and net worth information was ... have a primary focus on generating sufficient retirement income and on providing for health care and other ...- Authors: Noel Abkemeier
- Date: Feb 2013
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Retirement risks
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Focus on Family Types and Financial Well-Being – Planning Tips
They are also worried about health and long-term care, potential increases in taxes, and changes to government ... in order. A will, advance directives for health care, durable powers of attorney, and trusts in certain ...- Authors: Society of Actuaries, The Metlife Mature Market Institute
- Date: Oct 2012
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Retirement risks
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Retirement Planning From Start to Finish
age 65 can expect to use some form of long- term care during their lives.4 Helpful Resources • How long ... html • Long-term care insurance: www.lifehappens.org/insurance- overview/long-term-care-insurance You’ve ...- Authors: Society of Actuaries
- Date: Dec 2017
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Retirement risks
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Summary Report: Measures of Retirement Benefit Adequacy: Which, Why, for Whom, and How Much?
longevity, inflation, investment, health, and long-term care. By varying assumptions, they compare outcomes ... mortgage payoff, purchase of annuities and long-term care insurance, delayed and early retirement. They describe ...- Authors: Society of Actuaries
- Date: Jan 2013
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Retirement risks
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Key Findings and Issues-The Impact of the Economy on Individual Retirement Risks
about having enough money to pay for adequate health care (61 percent and 74 percent). Approximately six ... concerned about having enough money to pay for long-term care (60 percent and 66 percent), being able to maintain ...- Authors: Society of Actuaries
- Date: Sep 2012
- Competency: External Forces & Industry Knowledge; Professional Values
- Topics: Pensions & Retirement>Retirement risks
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New CPP Enhancements: What do they mean for Canadian workers
brings—including advanced-life healthcare costs and home care expenses, investment and inflation risk, maintaining ... decline in the role of families in providing long-term care for Canadian seniors (among many, see AARP [2008]; ...- Authors: Bonnie-Jeanne MacDonald
- Date: Jun 2018
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
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Age Wise Infographic Series – 3
Age Wise Infographic Series – 3 Series of infographic to help individuals understand how life expectancy ... you age, you are likely to spend more for health care. It’s Time to “Check Out” Inflation Age Wise is ...- Authors: Society of Actuaries
- Date: Apr 2017
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Retirement risks
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Key Findings and Issues - The Impact of Retirement Risk on Women
worry about paying for adequate health care and long-term care, depleting their savings, and having the ... worry only about not being able to afford long-term care. The economic downturn did not change the similarity ...- Authors: Society of Actuaries
- Date: Jan 2010
- Competency: External Forces & Industry Knowledge
- Topics: Demography>Gender factors; Pensions & Retirement>Retirement risks