Retirement Issues and Trends

The U.S. Census Bureau released a new report showing that about four million U.S. households with an adult age 65 or older had difficulty living in or using … more Census Bureau Releases New Report on Aging-Ready Homes

The Social Security Administration announced a 3.2 percent cost of living adjustment (COLA) for 2024, but a new survey conducted by The Senior Citizens League (TSCL) indicates that … more SSA Announces 3.2 Percent COLA For 2024

New research from the Transamerica Center for Retirement Research, titled Life in Retirement: Pre-Retiree Expectations and Retiree Realities, describes the retirement aspirations and insecurities of retirees and age … more Life in Retirement: Pre-Retiree Expectations and Retiree Realities

Vanguard published its first-ever Retirement Outlook Report to measure retirement readiness across different age groups and income brackets. The report also discusses how liquidating and spending home equity … more Vanguard Introduces Retirement Outlook Report

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