IRI Insight – Spring 2017

Posted on March 24, 2017

Since 2011, IRI has conducted an annual survey of the Baby Boomer generation, examining their retirement preparedness, confidence, expectations, and risk awareness. The survey has sought to gain insight into the actions Boomers have taken, both positive and negative, that will impact their retirement experience. This year, as in most prior years, the resulting research depicts a generation of Americans moving inexorably beyond their earned income years into a retirement fraught with uncertainty, millions of them with limited savings and a poor understanding of the cost of retirement. Now more than ever, they are in dire need of financial professionals to help them optimize their sources of income, and ensure their financial resources last as long as they do.

Also in the spring issue of the IRI Insight:

  • The Importance of Choice: Empowering Clients to Determine Their Own Best Interests. 
  • Less Tax, More Income: The QLAC Advantage
  • Retirement Milestones

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