Ideas. Action. Results.

A Guide to the 2018 Social Security and Medicare Trustees’ Reports

Economy / Research August 22, 2018

A summary of our conclusions upon review of the 2018 Social Security and Medicare trustees’ reports, published by the ex officio trustees earlier this year.

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Planning for 75 at 25: Saving for Retirement and How Policy Affects You

Economy / August 22, 2018 12:00 p.m. to 2:00 p.m. ET

Discussion on how young professionals can best prepare for retirement, upcoming opportunities in policy, and how the future generations could be affected.

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CONFERENCE CALL: The Financial Future of Social Security and Medicare – Highlights from the Trustees’ 2018 Reports

Economy / June 6, 2018 12:00 p.m. to 1:00 p.m. ET

Join us for a call on June 6 as we discuss key takeaways from the 2018 Social Security and Medicare Trustees’ reports.

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A Preview of the 2018 Social Security and Medicare Trustees’ Reports

Economy / Research May 23, 2018

This issue brief describes topics covered by the annual reports from the trustees of the Social Security and Medicare trust funds and previews what we should note in 2018.

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Bridging the Retirement Divide: Reaching Small Business Owners and Workers

Economy / November 15, 2017 10:00 a.m. to 12:30 p.m. ET

This event will explore current innovations in the public and private sectors that are changing the way retirement benefits are delivered to small businesses.

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An Issue for All Ages: Retirement in America

Economy / October 11, 2017 10:00 a.m. to 12:15 p.m. ET

The former public trustees of Social Security and Medicare trust funds will offer an assessment of the state of these important programs.

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Encouraging Retirement Savings in the Tax Code

Kenneth Megan / Blog October 19, 2015

Federal income tax expenditures for retirement are expected to exceed $800 billion between 2014 and 2018.

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Social Security at 80: Celebrating the Past and Securing the Future

Ben Ritz, Shai Akabas / Blog August 14, 2015

Social Security is the bedrock of retirement security for most Americans. But to maintain that position, it needs to be modernized and put on more secure footing.

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Home Equity: Savings for Retirement?

Kenneth Megan / Blog July 7, 2015

For many Americans, their home is their greatest financial asset. This is especially true for those at retirement age.

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The $1.2 Trillion Problem Hurting Americans’ Savings

Kelly Isom, Kenneth Megan, Mark White / Blog June 10, 2015

One-third of those with federal student loans in repayment are more than 90 days delinquent, and trends point to delayed homeownership and retirement savings.

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