Retirement Issues and Trends

Eighty percent of U.S. households with older adults, or roughly 47 million households, are financially struggling today or are at risk of falling into economic insecurity as they … more NCOA: 47 Million Older Households Facing Financial Risks

To help alleviate retirees’ biggest concern that they will run out of money in retirement, two of the world’s largest retirement plan providers, State Street Global Advisors and … more 401(k) Retirement Accounts Could See Some Big Changes

The percentage of workers who contributed to workplace 401(k) plans increased between 2006 and 2021 as did the percentage of funds they deferred to their retirement plans, according … more Vanguard Measures Generational Changes in 401(k) Behaviors

Working Americans ages 45 and older believe it will take $1.1 million in savings to retire comfortably, yet the majority (59 percent) expect to have less than $500,000 … more Americans Need $1.1M For Retirement, But Few Think They Will Get There

A new report from AARP estimated the economic value of family caregivers’ unpaid work in 2021 at $600 billion. This figure was based on about 38 million caregivers … more AARP Highlights Increasing Cost of Family Caregiving

Fidelity Investments® released its latest Retirement Savings Assessment, which revealed that America’s Retirement Score has moved back into the yellow to 78, a five-point decline from an all-time … more ‘America’s Retirement Score’ Drops to 78

The average retiree has $170,726 saved for retirement, or about ten percent less than the $191,659 they had at the start of 2022, according to a new Clever Real … more Survey: Retirees Lost Ten Percent of Their Savings in 2022

Couples with high prescription drug expenditures may need to save $383,000 to have a 90 percent chance of having enough money to cover their healthcare costs in retirement, … more EBRI: Some Couples May Need $383K For Future Healthcare

Older adults prefer to age at home or in their community rather than assisted-living facilities or other institutional settings, but experts say that could be difficult or impossible … more More States Adopting Master Plans for Aging

A survey of 2,000 adults conducted by U.S. News and World Report asked participants how their retirement-saving plans have been adjusted, how these plans look going forward, and … more Key Findings From U.S. News and World Report Retirement Survey