IRI Insight - Summer 2017

Posted on July 10, 2017

Retirement Environment Index
The Retirement Environment Index from LPL Research is a holistic ranking of the attractiveness of each U.S. state as a retirement destination. This unique index looks specifically at the 45- to 64-year old cohort (pre-retirees) and collectively assesses strengths and weaknesses of pre-retiree desirability on a state level, rather than city or regional level. The 45- to 64-year-old cohort is the largest subset of the Baby Boomer generation but also includes some older members of Generation X. States are evaluated on six key factors, each with its own supporting metrics, to evaluate overall desirability for retirement. 

Also in the summer issue of the IRI Insight:


  • What Do Consumers and Advisors Really Think About Annuities?
  • Retirement Readiness: Hitting the Retirement Preparation Behavioral Sweet Spot
  • Retire Sooner, Baby Boomer

Click here to download the summer issue in PDF format or read below.