Retirement Research

Couples need between $650,000 and $860,000 in savings to remain financially independent in retirement, according to a new article from Motley Fool reporter Ryan Downey. Downey says the … more Motley Fool: Couples Need At Least $650,000 to Retire

As life gets back to normal and the economy continues its recovery, the outlook among retirees and workers concerning their financial future remains optimistic. The Employee Benefit Research … more EBRI Survey: Americans More Optimistic About Financial Future

In a new study, Personal Capital scanned the country to find out how people’s retirement savings stacked up. Researchers analyzed the retirement accounts of its 2.8 million dashboard … more What Is the Average Retirement Savings By State?

The Employee Benefit Research Institute says the share of households headed by someone 55 or older with debt — from credit cards, mortgages, medical bills and student loans … more NY Times: 68.4 Percent of 55+ Households In Debt, But Solutions Exist

Fueled by low interest rates and strong stock market returns, an increasing percentage of retirees are bucking a long-time trend and buying bigger homes in retirement, according to … more Op-ed: More Boomers ‘Upsizing’ Their Homes in Retirement

In his latest column, retirement expert Robert Powell summarized key takeaways from a recent Merrill Lynch Wealth Management webinar that highlighted how the COVID-19 pandemic has accelerated many trends … more Experts Discuss Post-COVID Retirement Trends

A hot topic these days is how COVID-19 and the ensuing recession have affected retirement. The surprising answer may be “not very much,” according to a new issue … more COVID-19 Is Not a Retirement Story

Kiplinger rated every state, plus Washington, DC, on how retirees are taxed. Researchers considered taxes on Social Security and other retirement income, tax exemptions for older residents, and … more How All 50 States Tax Retirees

While Millennials are looking more like previous cohorts in terms of labor-market experience, marriage, and homeownership, they continue to lag in preparing for retirement, according to new research … more Student Debt Hindering Millennial Wealth Accumulation

In light of the economic challenges of 2020, the Center for Retirement Research at Boston College revised upward its National Retirement Risk Index and announced that 51 percent … more Retirement Preparedness Index Worsens Under COVID