Breakout Session

2019 Montgomery-Warschauer Award-Winning Research: The Impact of Retirement Age Uncertainty on Retirement Outcomes

Level of Complexity: Intermediate

Speaker(s)

• 

  David Blanchett, Phd, MBA, MSFS, CFA, CFP®, ChFC, CLU, AIFA

  Head of Retirement Research
  Morningstar Investment Management

While encouraging planners to consider modeling early retirement to ensure clients are prepared, Blanchett's award-winning research addresses the implications of retirement age assumptions and the impact on retirement savings for individuals who retire at earlier ages than expected.

Learning Objectives:

• Describe current trends in retirement and retirement age expectations
• Explain the potential drivers of early/late retirement (or the lack thereof)
• Evaluate the impact of retirement uncertainty on required savings and retirement outcomes