Narrow Your Results
Search
Life Event
 
MyMoney Five
 
Other Topics
 
Type
 
Audience
 
Free Tags
 
11-20 of 90 results
Sort by: 
Low and moderate-income households are less likely to plan for long term financial goals, including retirement. Targeting low and moderate income households with efficient and effective financial education and planning interventions is challenging because intensive financial planning services are More information...
Audience: Researcher
Type of Resource: Working paper
Date: 10/1/2011
Abstract: The project will develop, implement, and evaluate a pilot program to encourage the use of the Saver's Credit among clients of a large scale VITA site during the 2011 tax season. The pilot program will be developed by a coalition including Center for Economic Progress, Abt Associates, and More information...
Audience: Researcher
Type of Resource: Brief Working paper
Date: 10/1/2011
With the shifting of responsibility for retirement planning and risk from employers to employees, the growth of 401(k) plans and the recent financial crisis, researchers, policy makers and practitioners have become increasingly concerned with the financial literacy of the U.S. population. Along More information...
Audience: Researcher
Type of Resource: Working paper
Date: 10/1/2011
Abstract: The purpose of this study is to better understand the sources of observed gender disparities in Wisconsin Deferred Compensation (WDC) Program account balances. The WDC is a supplemental tax-deferred voluntary retirement savings plan offered to individuals holding jobs covered by More information...
Audience: Researcher
Type of Resource: Brief Working paper
Date: 10/1/2011
The Social Security Statement is sent annually to each individual over age 25. The Statement contains information regarding the Social Security program, the individual's past covered earnings and contributions, and an estimate of the individual's future retirement benefits. Given the complexity of More information...
Audience: Researcher
Type of Resource: Working paper
Date: 10/1/2011
Individual savings are critical for retirement as government and employer-based provisions fade or become less secure. Rural communities are vulnerable given their higher proportion of elderly and more who rely on Social Security. Using a telephone survey of working-age residents in Michigan's More information...
Audience: Researcher
Type of Resource: Article Journal Peer-reviewed
Date: 9/1/2011
GAO was asked to review (1) strategies that experts recommend retirees employ to ensure income throughout retirement, (2) choices retirees have made for managing their pension and financial assets for generating income, and (3) policy options available to ensure income throughout retirement and More information...
Audience: Researcher
Type of Resource: Report
Date: 6/1/2011
Making portfolio allocation decisions can be difficult for American households who lack interest or experience in financial matters. Service providers and 401(k) plan sponsors have introduced new plan design approaches and investment products, such as target-date funds, that can simplify savings More information...
Audience: Researcher
Type of Resource: Working paper
Date: 3/1/2011
Using credit report records and data collected from several household surveys, we analyze changes in household debt and saving during the 2007 recession. We find that, while different segments of the population were affected in distinct ways, depending on whether they owned a home, whether they More information...
Audience: Researcher
Type of Resource: Report
Date: 1/1/2011
Because of recent concerns about significant losses in and differences in the performance of some Target Date Funds (TDF)s, GAO was asked to address the following questions: (1) To what extent do the investment compositions of TDFs vary; (2) what is known about the performance of TDFs; (3) More information...
Audience: Researcher
Type of Resource: Report
Date: 1/1/2011