Passionate about making a difference, Anna Rappaport is striving to educate and call to action the public, policymakers and business to improve prospects for older Americans and a secure retirement. Anna is with SOA (Society of Actuaries) and will be discussing post retirement risks.
Managing Post-Retirement Risks: Strategies for a Secure Retirement (Risk Chart)
The Society of Actuaries’ Aging and Retirement Strategic Research Program is pleased to make available the fourth edition of the retirement risk chart. This chart provides information for consumers and other audiences on retirement risks and strategies for managing these risks, 2020, https://www.soa.org/resources/research-reports/2020/post-retirement-strategies-secure-chart/
2019 Risks and Process of Retirement Survey
The Society of Actuaries’ Aging and Retirement Strategic Research Program is pleased to make available material highlighting important findings for their biennial survey, Risks and Process of Retirement. Note that the Society of Actuaries website has surveys available starting in 2001. Each has different topics of special emphasis. https://www.soa.org/resources/research-reports/2020/2019-risk-process-retirement-survey/
WISER (Women’s Institute for a Secure Retirement), 2014, Financial Steps for Caregivers, What You Need to Know About Protecting Your Money and Your Retirement, https://www.wiserwomen.org/wp-content/uploads/2018/01/financial-steps-for-caregivers-guide-2014-WITH-BUDGET-INSERT.pdf
WISER, 2019, Four Steps for Caregivers, https://www.wiserwomen.org/wp-content/uploads/2020/01/4-steps-for-caregivers-2019.pdf
Rappaport, Anna. 2014. Improving Retirement by Integrating Family, Friends, Housing and Support. In Managing the Impact of Long-Term Care Needs and Expense on Retirement Security Monograph. Schaumburg, IL: Society of Actuaries.
———. 2019. Retirement Experiences of People Age 85 and Over. Schaumburg, IL: Society of Actuaries. https://www.soa.org/globalassets/assets/files/resources/research-report/2019/retirement-experiences-people- over-85.pdf.
Society of Actuaries. . 2014. Managing the Impact of Long-Term Care Needs and Expense on Retirement Security Monograph. https://www.soa.org/resources/essays-monographs/mono-2014-managing-ltc/.
———. 2018. Housing in Retirement. 2017 Retirement Risk Survey Key Findings and Issues. https://www.soa.org/globalassets/assets/files/resources/research-report/2018/housing-retirement.pdf.
———. 2019. Caregiving for Older Individuals: Perspectives of the Caregiver and the Care Recipient. 2017 Retirement Risk Survey Key Findings and Issues. https://www.soa.org/globalassets/assets/files/resources/research- report/2019/caregiving-older-adults.pdf.
Timmerman, Sandra, 2014. The 65 Plus Age Wave and the Caregiving Conundrum: The Often Forgotten Piece of the Long‐Term Care Puzzle. In Managing the Impact of Long-Term Care Needs and Expense on Retirement Security Monograph. Schaumburg, IL: Society of Actuaries.
The Society of Actuaries has a number of other reports of interest.