Description: This paper suggests a number of legislative changes, educational efforts, and changes in annuity products and asset allocation software that could assist workers and retirees to better prepare for and respond to declining mortality rates and future increases in income needs. From Retirement Needs Framework, M-RS00-1.

Description: This paper examines the effects that the recent housing bubble had on the household financial behavior of different birth cohorts and the consequences of those behavioral choices for boomers’ projected retirement security.

Description: Discussant comments for the 2009 Housing Wealth monograph paper, Housing Wealth Effects, Boomer Refinancing, Housing Debt, and Retirement Saving Adequacy-1989-2007. This paper examines the effects that the recent housing bubble had on the household financial behavior of different birth cohorts and the consequences of those behavioral choices for boomers’ projected retirement security. The authors' presentation is very much fact based... and leave it to others who may want to speculate on the implications of the findings.

Description: This paper explores the context for retirement in the future, sets forth alternative scenarios for retirement and considers the public policy, individual, and family implications of these scenarios.

Description: A highlight report on Financial Priorities stemming from a study on the financial perspectives of aging and retirement of Americans across five generations.

Description: The SOA is pleased to make available a series of reports highlighting the SOA's extensive boy of research on post-retirement risks and issues.

Description: Open Architecture retirement advice for average Americans is still in the future; business model biases across all industry business silos may impact SPIA sales

Description: Fact sheet about the monograph on Managing the Impact of Long-Term Care Needs and Expenses on Retirement Security.

Description: This report provides a framework of analyses and methods that can be use to compare and assess strategies for developing lifetime retirement income.

Description: This report presents findings from the 2013 Risks and Process of Retirement Survey, specifically those relating to retirement risks. It uses quotations from the series of focus groups where appropriate to illustrate the findings and addresses factors relating to the management of retirement risks.