WINTER 2025 NEWSLETTER

Do Older Households Grasp Healthcare Risks?

New survey finds many underestimate their healthcare needs and know little about costs.

Andrew D. Eschtruth, Director

Is Fintech Affecting Who Contributes to IRAs?

IRA contributions have risen among younger investors, many of whom also have 401(k)s.

How Has Longevity Variance Changed?

How Retirees Cope with Healthcare Costs

What Do Family Caregivers Want?

Caregivers favor direct payments or cost reimbursements to lighten their load.

Younger Retirees and Social Security

Telework Solved a Workforce Challenge

Have Tech Growth and COVID Spurred Fraud?

Older Americans’ financial losses from scams have tripled since the pandemic.

Check out our latest papers

How Much Do Auto 401(k)s Help?

Automatic features may be less potent than previously thought, but they are still essential.

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Thanks to our supporters:
AARP, the Alfred P. Sloan Foundation, the Boston Foundation, the Government Finance Officers Association, the Institute of Consumer Money Management, Jackson National Life Insurance Company, the Russell Sage Foundation, and TIAA Institute.

Thanks to members of our research partnership program:
Allianz Life Insurance Company of North America, Bank of America, Capitalize®, Cheiron, First Eagle Investments, Great Gray Trust Company, Guideline, John Hancock®, the Pew Charitable Trusts, TIAA Institute, and Wells Fargo Bank, N.A.