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.