Tips for Today's Retirement Challenges

In a recent interview with Morningstar, Katherine Roy of J.P. Morgan discussed behavioral trends she's observing among retirees and pre-retirees, including when to claim Social Security, having an adequate savings target, and preparing for inflation.  Her insights include: 

  • How delaying Social Security can increase benefits by eight percent
  • The reality of working beyond age 65
  • The amount of pre-tax income needed in the early retirement years

Click here for a transcript of the interview.