This report was designed to assess retirement literacy among individuals who are nearing or already in retirement. More specifically, the goal was to determine whether retirees and pre-retirees have the knowledge they need to successfully plan for a financially secure retirement. The report also shows gender differences when it comes to retirement income literacy.

 

Retirement Income Research Findings with David Blanchett

June 30, 2017
By:
David Littell

One of the goals of the New York Life Center for Retirement Income is to share some of the latest research in the field of retirement income planning. In a recent interview with the prolific researcher David Blanchett, we discuss two important research areas: whether or not to change asset allocation with age, and the importance of making dynamic withdrawal and annuitization decisions.

Practical Considerations in Health Care and Long-Term Care Planning

June 2, 2017
By:
David Littell

Consumer studies continue to identify health care and long-term care costs as top concerns. Advisors helping clients prepare for retirement need to be able to help clients address these issues. In these videos, Jamie Hopkins and Kishon Pinckney interview Peter Stahl, one of the leading speakers on this subject.

Annuities in Retirement Income Planning

May 19, 2017
By:
David Littell

In this series of interviews, we talk with retirement income expert Curtis Cloke about using income annuities in a retirement income plan. The conversations include a discussion of the role of income annuities in retirement income planning, how Qualified Longevity Annuity Contracts (QLACs) fit into planning, and more.

Help Your Clients Learn About Retirement Income Planning

May 12, 2017
By:
David Littell

The 2017 RICP® Retirement Income Literacy Survey once again reminded us that consumers do not know a lot about retirement income planning. Encourage your clients to watch these videos made for consumers in which Anna Rappaport talks about three important retirement concerns.

Current Thinking About Social Security Claiming

April 28, 2017
By:
David Littell

In 2016, several Social Security claiming strategies for couples were eliminated, and the result of this event caused advisors to rethink traditional withdrawal strategies. In this series of interviews, Michael Kitces shares his current perspective on the issue of claiming Social Security.

Evaluating Options When Choosing Care Facilites

April 21, 2017
By:
David Littell

In these videos, Anna Rappaport discusses choosing care options for seniors from both a personal and professional perspective.

Building a Retirement Income Practice

April 14, 2017
By:
David Littell

There is a lot to consider when building a retirement income practice. Video interviews with Michael Kitces, Tom Hegna, and Peter Stahl address these issues.

A Shortcut for Determining Retirement Expenses

April 7, 2017
By:
David Littell

In a video interview with Curtis Cloke, CLTC, LUTCF, RICP®, Principal of Acuity Financial and Thrive University, and a regular contributor to the RICP® curriculum, we discuss a shortcut for determining retirement expenses.

Taking a Deeper Look at Long-Term Care and Retirement Planning

March 31, 2017
By:
David Littell

Here is a series of videos filmed with Anna Rappaport, Chairperson of the Society of Actuaries’ Committee on Post Retirement Needs and Risks.

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