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  • Planning for Personal Long-Term Care Risk
    Planning for ... Personal Long-Term Care Risk This report pulls together various findings on long-term care research from ... Retirement planning;Financial planning;Long-term care 4/10/2019 12:00:00 AM ...

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    • Authors: Mathew Greenwald & Associates
    • Date: Apr 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Post retirement risks
  • Overview of 2019 Research Results: 2019 Risks and Process of Retirement Survey
    about inflation and affording long-term care and health care—have repeated year after year. The order ... there is not more concern about long-term care than health care, 6 Copyright © 2020 Society ...

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    • Authors: Brian J Perlman
    • Date: Aug 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement; Pensions & Retirement>Post retirement risks
  • 2019 Risks and Process of Retirement Survey: Work and Lifetime Financial Security Research Brief
    unpleasant working conditions, disability or having to care for someone rather than a planned exit from the ... retire because of your age Cut back on work to take care of aging parents Left work due to an illness or ...

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    • Authors: Brian J Perlman
    • Date: May 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Post retirement risks
  • Managing Post-Retirement Risks: Strategies for a Secure Retirement
    26 Public Policy Changes 28 Significant Health Care Needs 30 Unforeseen Needs Of Family Members 31 ... generally offer less volatile returns than stocks. Care is needed in balancing the portfolio. Employer ...

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    • Authors: Society of Actuaries
    • Date: May 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Post retirement risks
  • 55th ARC Session: Findings from the 2019 Retirement Risks Survey
    a long stay in a nursing home or a long  period of nursing care at home The value of your savings and  investm ... You might not have enough money to pay for  adequate health care 48% 57% 65% 77% 73% 65% 59% 53% 53% 44% ...

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    • Authors: Society of Actuaries
    • Date: Sep 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement; Pensions & Retirement>Post retirement risks
  • 2019 Risks and Process of Retirement Survey: Report of Findings
    .............. 89 DESIGNATED PERSON TO PROVIDE CARE ............................................... ... ..........36 Figure 13: OWNERSHIP OF LONG-TERM CARE INSURANCE PLAN ................................

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    • Authors: Brian J Perlman
    • Date: May 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Post retirement risks
  • The Realities of Retirement: 2019 Risks and Process of Retirement Survey
    has also explored issues relating to long-term care, working in retirement, housing and other topics ... actuaries, who have a rigorous formal education and direct experience as practitioners as they perform applied ...

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    • Authors: Brian J Perlman
    • Date: Aug 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement; Pensions & Retirement>Post retirement risks
  • 2019 Risks and Process of Retirement Survey: Financial Expectations of Pre-Retirees Vs Realities of Retirees
    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 ...

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    • Authors: Brian J Perlman
    • Date: May 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Post retirement risks
  • Retirement Planning Tools
    return, inflation, longevity, etc. Users must take care not to underestimate the range and depth of risk ... Spouse) Retirement Accounts • Approximate Health Care Costs • Debts • Family members needing financial ...

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    • Authors: Society of Actuaries
    • Date: Aug 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement; Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks; Pensions & Retirement>Post retirement risks