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| December 2007— How do retirees manage their accumulated savings to ensure adequate income for the remainder of their lives? How open are they to solutions that can help them achieve this objective? This joint AARP and American Council of Life Insurers (ACLI) telephone survey of 800 retirees (200 with employer-provided pensions and 600 without) examines issues of money management in retirement. (137 pages) |
| January 2008— This short summary of the similarly titled AARP Public Policy Institute Issue Paper by Sophie Korczyk analyzes recent literature on retirement income adequacy, with a focus on boomers. Key findings reveal that, although at least half of baby boomers are on track to a comfortable retirement, substantial numbers are not. Furthermore, the gap between haves and have-nots is likely to be greater than in previous generations. (2 pages) (Publication ID: INB154) |
| February 2008— The Retirement Savings Contribution Credit, or “saver’s credit” has great potential to effectively target a retirement savings tax incentive to low- and middle-income taxpayers, including a substantial number of filers over age 50, according to this AARP Public Policy Institute paper by Lisa Southworth and John Gist. (8 pages) (Publication ID: I1) |
| March 2008— To profile and better understand Generation X and Generation Y’s current and future financial situation, the American Savings Education Council (ASEC) and AARP (on behalf of Divided We Fail) commissioned this January 2008 online survey of 1,752 Americans ages 19-39. The report addresses financial behavior, financial goals, and financial literacy as well as perceptions of differences with older generations and views about workplace benefits. (59 pages) |
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Why is retirement planning important? |
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Why start planning for retirement right away? |
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How to plan for retirement? |
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ULIP Vs Traditional |
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Types of annuity options |
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