Retirement Issues and Trends

More Americans believe they’re saving enough for retirement, according to Goldman Sachs’ “Retirement Survey & Insights Report 2023,” which found that 65 percent of respondents felt their savings … more Goldman Sachs: Retirement Sentiment Improving Despite Challenges

A recent survey published by the Transamerica Center for Retirement Studies® that examines the retirement outlook for Generation Z, Millennials, Generation X, and Baby Boomers finds that 41 percent of … more Transamerica Examines Retirement Security Across Generations

According to the 2023 Schroders US Retirement Survey, only ten percent of non-retired Americans say they will wait until age 70 to receive their maximum Social Security benefit … more Survey: Ten Percent of Non-Retirees Plan to Claim Social Security at Age 70

Bank of America released its Q2 2023 Participant Pulse, which found average 401(k) balances increased by $7,250 (9.6 percent) since the end of 2022.  The report also found that a growing … more BoA: Hardship Withdrawals From 401(k)s Increased 36 Percent

Vanguard recently examined the records of five million clients and released its annual report on the state of the nation’s habits around saving for retirement, which found that … more Vanguard Publishes Annual Retirement Saving Report

Another recent survey, this one from the Society of Actuaries (SOA), found that a significant percentage of American workers and retirees are sacrificing their retirement security to pay for … more Americans Challenged With Saving For Retirement and College

A recent poll of 1,238 Americans 18 and older conducted by Axios-Ipsos found that many who haven’t yet retired say they are unprepared for retirement, unsure how to prepare, and … more Poll: 1 in 5 Americans Don’t Think They’ll Ever Retire

In a new Issue Brief, researchers at the Center for Retirement Research examined the idea of investing some of the Social Security trust fund’s assets in equities to maintain … more Should Social Security Invest In Equities?

T. Rowe Price published a white paper focused on how the primary sources of financial stress—specifically, the lack of emergency savings and the burden of student loan debt—can … more T. Rowe Price: SECURE 2.0 Could Boost Financial Wellness For Retirement Savers

Today, the U.S. Census Bureau released new statistics in its Vintage 2022 Population Estimates that show the nation’s median age increased by 0.2 years to a record 38.9 years between … more U.S. Median Age Hits Record High