Retirement Research

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

Forbs.com advisor Taylor Tepper asked ten leading retirement experts if they were God of Retirement for a day, how would they improve America’s retirement security system.   Sarah … more Fixing America’s Retirement Crisis: Ten Experts Offer Solutions

One in five U.S. workers (21 percent) indicate their confidence in their ability to retire comfortably has declined in light of the coronavirus pandemic – and only 27 … more Transamerica: Pandemic Exacerbates Retirement Security

Despite a challenging year marked by a global pandemic, a contentious election and dramatic swings in the financial markets, many Americans report feeling confident about their financial security, … more Survey: More Americans Confident About Their Financial Security

In a new blog post, Jennifer Molinsky, Senior Research Associate at the Joint Center for Housing Studies at Harvard, highlighted portions of the 2020 State of the Nation’s Housing report … more New Insights on Older Households

As social restrictions continue in support of public health, risks associated with isolation permeate among the aging population, according to a Wells Fargo survey conducted by The Harris … more Survey: Senior Isolation and Loneliness a Growing Concern