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Home Insights Topics Individual Retirement

Individual Retirement

Guide to Retirement

Health Care

Jun 26, 2015 | DOCUMENT

Health care costs in retirement

Health care costs are rising faster than inflation. This paper discusses why retiree portfolios need growth as well as income.

Jun 23, 2015 | DOCUMENT

Long-term care

A consideration of the need, cost and insurance solutions
Health care cost in retirement


May 07, 2015 | DOCUMENT

How long is the journey through retirement?

Learn how misconceptions about life expectancy can be hazardous to an individual's retirement plan.

Jun 30, 2015 | AUDIO

Spending in retirement may be different than you think

Is your client a homebody or a globetrotter? Do your clients know how much they will spend in retirement? Listen in as Katherine Roy, Chief Retirement Strategist, and Sharon Carson, Retirement Strategist, both for J.P. Morgan Asset Management, share findings from our latest research on how to use spending profiles to improve your clients’ retirement plans.

Social Security

May 29, 2015 | DOCUMENT

Social Security timing and trade-offs

Maximizing total wealth over increasing life expectancies

Sep 24, 2014 | DOCUMENT

The future of Social Security

Compare how the proposed changes to Social Security might affect retirement planning.

Other timely retirement topics

Feb 09, 2015 | DOCUMENT

Beware the retirement tax cliff

In this paper, Retirement Strategist Lena Rizkallah, J.D., explores strategies to diversify income sources, meet spending needs and manage taxes in retirement.

May 29, 2015 | DOCUMENT

Balancing acts

Investing for college without sacrificing retirement
The Retirement Tax Cliff

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Featured Video

Simplify the complex with the Guide to Retirement 

Mar 03, 2015 | VIDEO