Retirees

Retirees are enjoying retirement, yet coping with the post-pandemic economy. This report by Transamerica Center for Retirement Studies examines the health and well-being, personal finances, and longevity planning of people in retirement and no longer working. It also reveals retirees' regrets and illuminates insights for future generations.

This report examines Americans’ top priorities for the President and Congress to help people have financially secure retirement including demographic comparisons by generation, employment status, race and ethnicity, gender, household income, urbanicity, military status, and LGBTQ+ status.

This survey report paints a portrait of the American middle class's health and well-being, employment status, personal finances, and retirement outlook of U.S. residents who are aged 18 and older and earning between $50,000 and $200,000. The research also reveals their public policy priorities for the President and Congress to help people have a financially secure retirement.

Examines similarities and differences in the retirement-related expectations, preparations, and experiences of age 50+ workers and retirees.

Retirees were financially fragile before the COVID-19 pandemic and now they are even more vulnerable. Most retirees had already retired before the COVID-19 pandemic and they may be able to weather the storm better than workers. However, many retirees would be unable to pay large out-of-pocket costs if they were hit with unexpected bills. This research report is based on a survey conducted in late 2019 and offers comparisons with a supplemental survey conducted in June 2020.