Retirement & income · Podcast

Spencer Look and Jack VanDerhei: The Assumptions That Can Put Your Retirement at Risk

For advisors building retirement income plans, the discussion focuses on assumptions and policy mechanics that can change client outcomes, including Social Security, long-term care and decumulation.

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Summary

By the retirement & income desk

Spencer Look and Jack VanDerhei of Morningstar’s Center for Retirement & Policy Studies join The Long View to discuss US retirement outcomes, whether there is a retirement crisis, and how policy reforms could affect retirement planning. The episode covers Social Security changes, plan access and auto-enrollment, the Saver’s Match, turning savings into retirement income, and long-term-care costs and longevity.

The guests offer a more balanced take on whether there is a retirement crisis in the US.
They discuss where there is room for improvement and data suggesting some aspects are not as bad as sometimes portrayed.
They conclude that the retirement planning community has underrated long-term care as a risk factor.
The episode covers Social Security changes, access and auto-enrollment, the Saver’s Match and turning savings into retirement income.

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