Retirement income estimates can be a powerful tool for retirement planning.
More Than Half of All U.S. Workers Have Difficulty Understanding Retirement Savings in Terms of Future Monthly Income
Many American workers often focus on their retirement account balances and don’t always understand how it will translate into income during their retirement years.
Have workers seen retirement income projections and did they find them helpful?
Majority of U.S. Workers Find Retirement Income Projections Helpful, Finds LIMRA Secure Retirement Institute
WINDSOR, Conn., Dec. 4, 2013-A new study by the LIMRA Secure Retirement Institute (SRI) reveals that 9 in 10 U.S. workers find retirement income projections somewhat or very helpful.
What is the market potential for offering guaranteed income solutions to retirees who take regular withdrawals from their assets to pay for monthly expenses? This brief provides a snapshot.
Defining Contributions: A LIMRA Secure Retirement Institute Income Projection Example (Research Briefing)
This research briefing explores ways in which defined contribution plans may be used — interacting with other income sources — in creating replacement income in retirement for individuals at various age and income levels.
Health savings accounts are becoming an increasingly important retirement planning tool. More and more, retirement savers are discovering the triple tax play benefits of this strategy.
- Research Abstract
- Distribution Channels
- Full Service Broker-Dealer
- Independent Broker-Dealer
- Registered Investment Advisor (RIA/IAR)
- Agency Building
- Independent Agency/Brokerage
- Wealth Markets
- Private Employers
- Small Businesses
- Individual Insurance
- Workplace Benefits
- Retirement, Institutional/Workplace
- Retirees and Pre-Retirees
- Insurance Products
- Health Insurance
- Medical Insurance