Jackson Logo

    Jackson retirement research center

    We are committed to helping Americans retire with financial security

    We want to help ensure more Americans achieve financial freedom - because they deserve to live the lives they want in retirement. Learning how financial professionals and retirement savers address financial challenges can help investors make informed decisions about their financial futures. 

    This is why Jackson regularly conducts research on retirement-related topics and generates retirement statistics to understand the saving and spending habits of people in or near retirement, or anyone seeking better outcomes in their financial journeys. 

    Key findings

    Research shows risk aversion doesn't necessarily lead to risk protection

    Check out the findings from the fourth installment of Jackson’s Security in Retirement Series, conducted in partnership with the Center for Retirement Research at Boston College. In the study titled Research, Analysis and Insights on Addressing Market Risk, we'll explore risk assessment approaches for three investor segments, outline key planning considerations for each segment and evaluate strategies to help manage and plan for market risk.
     

    Access the market risk summary
    security in retirement series in partnership with the center for retirement research at Boston college

    Reports

    An overview of market risks for near-retirees and retirees
    Do desired stock allocations differ from actual holdings?
    What stock allocations do advisors recommend and how does it impact their clients?

    Briefs

    Why do desired stock allocations differ from actual holdings?
    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

    Additional research materials

    Infographic: A fresh look at market risk analysis

    Key findings

    Research shows investors are worried about healthcare risk, but may be underprepared for it in retirement

    In this study, Research, Analysis, and Insights on Addressing Healthcare Risk, we'll outline how investors and financial professionals perceive healthcare risk and the associated impacts on retirement income planning, including costs of healthcare and long-term care.
     

    Access the healthcare risk summary
    security in retirement series in partnership with the center for retirement research at Boston college

    Reports

    An overview of healthcare risks in retirement
    Do retirement investors accurately perceive healthcare risk, and do advisors help?
    How do retirees cope with uninsured medical and long-term care costs?

    Briefs

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

    Additional research materials

    Infographic: Managing the unexpected – highlights from our healthcare risk white paper

    Key findings

    Research shows inflation remains key economic issue for retirement consumers

    In this study, Research, Analysis, and Insights on Addressing Inflation Risk, our retirement statistics focus on how consumers and financial professionals perceive inflation risk and the associated effects of inflation on retirement income planning.

     

    Access the inflation summary
    security in retirement series in partnership with the center for retirement research at Boston college

    Reports

    What risks do near retirees and retirees face from inflation, and how do they react?
    How do households react to inflation? New survey evidence.
    What risks do near retirees and retirees face from inflation?

    Briefs

    How does inflation impact near retirees and retirees?
    What are the implications of older households' reaction to inflation?

    Press release

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

    Additional research materials

    Infographic: anxious about inflation? See how advisors and retirees are managing the risks

    Key findings

    Retirement statistics and analysis addressing longer lifespans

    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. 
     

    Access the longevity summary
    security in retirement series in partnership with the center for retirement research at Boston college

    Reports

    How much do people value annuities and their added features?
    Longevity risk: an essay

    Briefs

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

    Additional research materials

    Infographic: the importance of longevity literacy – and managing the risks – in retirement

    Additional resources

    Educational resources

    With the assistance of our educational resources—which include motivating articles by forward-thinking leaders and diverse visionaries—your journey to personal fulfillment can be as enlightening as it is fun.

    Learn more
    Calculators and tools

    Explore our financial calculators and tools that offer a quick look into your retirement concerns—including income protection and the impact of taxes—to get you started making a more comprehensive plan with your financial professional.

    Start Calculating

    Annuities are issued by Jackson National Life Insurance Company (Home Office: Lansing, Michigan) and in New York annuities are issued by Jackson National Life Insurance Company of New York (Home Office: Purchase, New York). Variable products are distributed by Jackson National Life Distributors LLC, member FINRA. May not be available in all states and state variations may apply. These products have limitations and restrictions. Contact Jackson for more information.

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

    Jackson® is the marketing name for Jackson Financial Inc., Jackson National Life Insurance Company®, and Jackson National Life Insurance Company of New York®.