Topic: Retirement

Illustration of a man walking on a tight wire with a net below Feature / Goal Setting

The Case for Building Wiggle Room into Goals

Aiming high, with some flexibility to trip up along the way, spurs greater success

The exterior of a four-bedroom house in Chicago. Research Brief / Taxes

Should Property Taxes Be a Bigger Consideration When Choosing Where to Live?

After some math, a $1 million home in a low-tax state could get you $1 million extra in retirement savings

Broken piggy bank full of coins Feature / Retirement

Save, Save, Save, but Then What? Financial Structure and Spending in Retirement

Innumerable nudges help savings accumulation; now researchers turn to decumulation

Environmental, Social and Corporate Governance business strategy investing concept. Research Brief / Investing

Political Football: Inclusion of ESG Funds in 401(k)s

In nation accustomed to litigation, availability of funds has varied by U.S. Circuit Court boundary

Two people smiling Feature / Retirement Planning

Helping People Make Wise Decisions for Retirement Income

Nudges, long aimed at saving behavior, are needed for people converting a nest egg into income

Modern woman on her way to take the train. Super commuting lifestyle. Research Brief / Nudges

Future-self Nudge Works Even Better in Reverse

Starting with your future self and looking back to your current self increases likelihood of saving

Research Brief / Nudges

Fresh-Start Framing Boosts Retirement Plan Participation

A behavioral nudge passes a real-world test with 6,000 workers

Illustration of US dollars stacked Feature / Retirement Planning

Are Americans Really Annuity-Averse? Clear Thinking on Retirement Income

A monthly check, not just a pile of cash: Studies demystify the instruments too few are using

Illustration of people as wind-up toys Research Brief / Retirement

Americans Sacrifice $3.4 Trillion by Claiming Social Security Too Soon

Can nudges, tailored to personality traits, persuade retirees to wait?