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

    Jackson partnered with the Center for Retirement Research at Boston College to explore a range of potential threats to financial security. Our goal is to help financial professionals and retirement investors more effectively identify and manage these risks, bringing greater clarity to retirement planning..

    Risk aversion doesn't necessarily lead to risk protection

    The latest installment of Jackson's Security in Retirement Series, “Research, Analysis and Insights on Addressing Market Risk,” outlines key planning considerations for three investor segments and evaluates strategies to help manage and plan for market risk.
     

    Read the market risk study

    Reporting and analysis

    Explore more content related to our Security in Retirement Series.

    Report:

    An overview of market risks for near-retirees and retirees 

    Report:

    Do desired stock allocations differ from actual holdings? 

    Report:

    What stock allocations do advisors recommend and how does it impact their clients?

    Brief:

    Why do desired stock allocations differ from actual holdings? 

    Brief:

    What stock allocation do advisors suggest and does it impact clients?

    Press release:

    New Jackson study uncovers surprising retirement vulnerabilities and missteps in managing market risk

    Infographic:

    A fresh look at market risk analysis

    Investors may be underprepared for healthcare in retirement

    “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 analysis

    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 remains key economic issue for retirees

    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 analysis

    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

    Investors may be miscalculating their life expectancy

    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 analysis

    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®.