Middle class retirees – Exploring retirement from the viewpoint of everyday Americans

The Middle‐Income Boomer Retirement Gap: Savings, Education and Advice

The Middle‐Income Boomer Retirement Gap: Savings, Education and Advice

In its latest study, the Bankers Life Center for a Secure Retirement looks at how middle-income Boomers are reacting to the changing retirement landscape, in particular, the apparent gaps in their retirement savings, the training they have received for managing their retirement investments and the extent to which they use financial professionals for retirement advice and guidance. More.

Retirement Tax Considerations for Middle-Income Americans

Retirement Tax Considerations for Middle-Income AmericansDownload the Full Study

New research shows more Americans have an accurate understanding of how lottery winnings are taxed than the mainstays of their retirement income. This study looks at the understanding of taxes and retirement by Americans aged 50 and older. More.

Middle-Income Retirees Weigh In on the Affordable Care Act

Middle-Income Retirees Weigh In on the Affordable Care Act

Even before the government shutdown, retirees were asking for less political rhetoric about the Affordable Care Act (ACA) and more unbiased information on how the law will affect them personally. This new study explores the understanding and perception of the ACA from the perspective of middle-income retirees. More.


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