Retirement research center

    Research and data can help address financial challenges, and in turn help your clients make informed decisions about their financial futures. 

    Help your clients retire with financial security

    All Americans deserve financial freedom and to live the way they want in retirement. We regularly conduct research on retirement-related topics and generate statistics so you can help address a wide range of clients and their needs.

    Explore research topics in our Security in Retirement series

    We partnered with the Center for Retirement Research at Boston College to take an in-depth look at retirement statistics around financial risks impacting the security of American retirement. Our goal is to create awareness of these risks, helping financial professionals and investors to better manage them, close planning gaps and bring greater clarity to retirement planning.

    Healthcare

    “Research, Analysis, and Insights on Addressing Healthcare Risk” outlines how investors and financial professionals perceive healthcare risk and the associated impacts on retirement income planning.
     

    Read the healthcare study

    Reporting and research

    Explore more content related to our Security in Retirement series.

    Report:

    An overview of healthcare risks in retirement

    Report:

    Do retirement investors accurately perceive healthcare risk, and do advisors help?

    Report:

    How do retirees cope with uninsured medical and long-term care costs?

    Brief:

    Do older adults understand healthcare risks, and do advisors help?

    Brief:

    How do retirees cope with uninsured healthcare costs?

    Press release:

    Jackson study reveals vast underestimation of healthcare and long-term care costs in retirement planning

    Infographic:

    Managing the unexpected—highlights from our healthcare risk white paper

    Inflation

    In “Research, Analysis, and Insights on Addressing Inflation Risk,” our retirement statistics focus on perception of inflation risk and the effects of inflation on retirement income planning.
     

    Read the inflation study

    Reporting and research

    Explore more content related to our Security in Retirement series.

    Report:

    What risks do near retirees and retirees face from inflation, and how do they react?

    Report:

    How do households react to inflation? New survey evidence.

    Report:

    What risks do near retirees and retirees face from inflation?

    Brief:

    How does inflation impact near retirees and retirees?

    Brief:

    What are the implications of older households' reaction to inflation?

    Press release:

    Jackson study reveals consumers anxious about inflation; financial professionals recommend diversifying

    Infographic:

    Anxious about inflation? See how financial professionals and retirees are managing the risks

    Longevity

    The first study in this series, ”Research, Analysis, and Insights on Addressing Longevity Risk,” reveals the strategies and pitfalls of how Americans approach funding retirement while living longer. 
     

    Read the longevity study

    Reporting and research

    Explore more content related to our Security in Retirement series.

    Report:

    How much do people value annuities and their added features?

    Report:

    Longevity risk: an essay                   

    Brief:

    Investor perspective: how much do people value annuities and their added features?

    Brief:

    Investor perspective: do financial professionals recommend annuities?

    Press release:

    Jackson study finds vast majority of investors inaccurately predict life expectancy, increasing risk in their retirement income plans

    Infographic:

    The importance of longevity literacy—and managing the risks—in retirement

     

     

    Jackson, its distributors, and their respective representatives do not provide tax, accounting, or legal advice. Any tax statements contained herein were not intended or written to be used and cannot be used for the purpose of avoiding U.S. federal, state, or local tax penalties. Tax laws are complicated and subject to change. Tax results may depend on each taxpayer’s individual set of facts and circumstances. Clients should rely on their own independent advisors as to any tax, accounting, or legal statements made herein. 

    Jackson National Life Distributors LLC is not affiliated with the Center for Retirement Research at Boston College.

    Annuities are long-term, tax-deferred vehicles designed for retirement and are insurance contracts. Variable annuities and registered index-linked annuities involve investment risks and may lose value. Earnings are taxable as ordinary income when distributed. Individuals may be subject to a 10% additional tax for withdrawals before age 59½ unless an exception to the tax is met.

    Annuities are issued by Jackson National Life Insurance Company (Home Office: Lansing, Michigan) and in New York by Jackson National Life Insurance Company of New York (Home Office: Purchase, New York). Variable annuities and registered index-linked annuities are distributed by Jackson National Life Distributors LLC, member FINRA. These products have limitations and restrictions. Discuss them with your clients or contact Jackson for more information. 
     
    Jackson® is the marketing name for Jackson Financial Inc., Jackson National Life Insurance Company®, and Jackson National Life Insurance Company of New York®.