The Odd Couple: Renting Out a Room in Retirement
Kiplinger (Wed, 14 May 2025) - money. The company, even if you're opposites. A recent Transamerica survey found that 17% of retirees feel isolated and lonely . Having

Large, midsize plan sponsors more likely to cite certain reasons for 401(k) plan
Pensions & Investments (Tue, 06 May 2025) - for retirement as reasons to offer a 401(k) plan, according to a Transamerica Institute and Transamerica Center for Retirement Studies’

Upsizing in Retirement: Why You Should (and Shouldn't) Do It
Kiplinger (Sun, 04 May 2025) - current home — something you might crave in retirement. A 2024 Transamerica survey finds that pre-retirees' top dreams include spending more

Changing jobs can disrupt saving for retirement. Here's how to stay on track.
Yahoo! Finance (Sat, 12 Apr 2025) - and hardship withdrawals or early withdrawals,” Catherine Collinson, CEO and president of Transamerica Institute, told Yahoo Finance. About

Retirement snapshot: 3 things to know about the average pre-retiree
Journal of Accountancy (Mon, 07 Apr 2025) - can provide perspective worth considering. The 25th annual Transamerica Retirement Survey , a compilation of data featuring the responses

Financial Stress Has More Americans Tapping Their 401(k)s
Bloomberg (Mon, 07 Apr 2025) - savings. A report from the retirement studies division of the Transamerica Institute in March showed about one in three savers have ever

How To Supercharge Your Savings in Your 40s & 50s
Investopedia (Tue, 01 Apr 2025) - they want after their working years are done. According to a 2024 Transamerica Retirement Survey of Workers, only 16% of Gen X workers (

Balancing Work and Wealth: The Financial Impact of Earning in Retirement
Investopedia (Tue, 01 Apr 2025) - some capacity well into retirement, according to the annual Transamerica Institute Retirement Survey for 2025. 1 Whether you plan to keep

Who Are You Calling ‘Old'?
Financial Advisor (Tue, 01 Apr 2025) - their work plans. Most of the people surveyed in the latest Transamerica Retirement Survey—including majorities in all age groups—said they

Senior living providers expand travel opportunities for residents
McKnight's Senior Living (Fri, 28 Mar 2025) - in March by the Global Coalition on Aging and the nonprofit Transamerica Institute, a report entitled “Leveraging Travel as a Catalyst for

New Global Report Calls for Travel to Be Integrated Into Healthy Aging Policies Across the U.S. and Canada: A Longevity Shift in Tourism
Travel And Tour World (Sun, 23 Mar 2025) - at the Heart of Implementation Catherine Collinson, founding CEO and President of the Transamerica Institute, stressed that progress will

Workers Saving Less, Dipping Into Retirement Due to Economic Pressures, Survey Says
Investopedia (Thu, 20 Mar 2025) - according to a survey released earlier in March by the Transamerica Center for Retirement Studies (TCRS). 1 However, economic pressures

Worried how the stock market could impact your retirement? Here are 3 questions from experts.
CBS News (Mon, 17 Mar 2025) - to fund their golden years, according to a new Transamerica Center for Retirement Studies report . "Everyone is navigating difficult waters

Many workers also become caregivers, so plan for it financially
Star Tribune (Sat, 15 Mar 2025) - data in “Retirement in the USA: The Outlook of the Workforce.” The 25th annual Transamerica Center for Retirement Studies report touches on

Gen X is turning 60. Retirement is a worry
InvestmentNews (Fri, 07 Mar 2025) - to a recent survey of 10,000 people published by the Transamerica Center for Retirement Studies . That in itself isn’t an indictment of the

Trump’s Tariff Flip-Flops Help Send Stocks Lower
Bloomberg (Thu, 06 Mar 2025) - to a report released Thursday by the retirement studies division of the Transamerica Institute. Some 36% of workers who aren’t self-employed

The New Retirement Vision Is Not Really Retiring, Survey Says
Bloomberg (Thu, 06 Mar 2025) - to a report released Thursday by the retirement studies division of the Transamerica Institute. Some 36% of workers who aren’t self-employed

Save thousands with ‘well-kept secret’ tax credit instantly – quick check to see if you’re eligible
The U.S. Sun (Wed, 26 Feb 2025) - is a well-kept secret," Transamerica Center for Retirement Studies (TCRS) CEO and president Catherine Collinson said in a report. "Please

This tax break for lower-income retirement savers is a ‘well-kept secret,’ expert says
CNBC (Mon, 24 Feb 2025) - know about the saver’s credit, according to a survey from Transamerica Center for Retirement Studies, which polled more than 10,000 U.S.

How the Aging Together Project Tackles Ageism
Next Avenue (Mon, 17 Feb 2025) - Aging Together, which is understandable considering that the Transamerica Institute for Retirement Studies has found many employers saying

Nearly every retirement-age American is in debt. How it happened, and how to cut costs.
MSN.com (Sat, 15 Feb 2025) - easily spiral out of control,” said Catherine Collinson , CEO of the nonprofit Transamerica Institute for Retirement Studies. More than

Phased Retirement: Why Easing Into Retirement Might Be Your Best Move
Kiplinger (Fri, 14 Feb 2025) - Transformations: Employer Business Practices and Benefit Offerings" survey by the Transamerica Institute show that only 35% of employers

Younger retirees depend mostly on Social Security. Is it enough to live on?
USA Today (Thu, 06 Feb 2025) - Security to get by. In one recent survey, the nonprofit Transamerica Center for Retirement Studies found that retirees in their 60s were

It takes hard work to retire successfully
MarketWatch (Tue, 28 Jan 2025) - Transamerica Center for Retirement Studies in collaboration with Transamerica Institute. Still, regardless of how you come to retirement,

Older workers are struggling to find jobs — these tools may help
MarketWatch (Mon, 27 Jan 2025) - an answer, was just 58,” said the Transamerica Institute’s chief executive, Catherine Collinson, at a recent webinar hosted by the Encore

Is Your Company Age-Friendly? Most Companies Say They Are but Employees Don't See It
Kiplinger (Thu, 23 Jan 2025) - beginning to recognize these needs among workers. Still, the Transamerica Institute survey finds a lack of follow-through by companies on

Most Retirees Have Regrets about Saving Habits while Employed, Survey Finds
FEDweek (Thu, 23 Jan 2025) - about retirement saving and investing. Those were among the results of a survey by the TransAmerica Center for Retirement Studies, in which

6 Obstacles Women Face While Building Wealth
MSN.com (Mon, 30 Dec 2024) - ” said Catherine Collinson, CEO and president of the Transamerica Institute and the Transamerica Center for Retirement Studies. “These

58% of Americans’ careers are cut short: How to be ready for unexpected retirement
Fortune (Fri, 27 Dec 2024) - related reasons, according to a recent survey from the Transamerica Center for Retirement Studies . The actual median retirement age is 62,

Regrets? Retirees have a few big financial ones.
MarketWatch (Wed, 18 Dec 2024) - early and regularly Catherine Collinson, the chief executive and president of the Transamerica Center for Retirement Studies who oversaw

Waiting until age 70 to claim Social Security gets you a lot more money. Here’s why so few people do it.
MarketWatch (Thu, 12 Dec 2024) - Catherine Collinson, chief executive and president of the nonprofit Transamerica Institute and Transamerica Center for Retirement Studies. “

Caregiving can cost family members thousands of dollars. These programs can help you get paid for it.
MarketWatch (Thu, 05 Dec 2024) - in the Post-Pandemic Economy ” report from the Transamerica Center for Retirement Studies found that 26% of retirees are either currently

People Are Retiring Early, Even When They're Not Ready
Financial Advisor (Wed, 04 Dec 2024) - —three years shy of the traditional retirement age of 65, according to Transamerica Center in its a similar study (called “ Retiree Life in

The 7 Biggest Retirement Regrets (and How to Avoid Them)
ThinkAdvisor (Tue, 03 Dec 2024) - Collinson, CEO and president of Transamerica Institute and the Transamerica Center for Retirement Studies, notes that many retirees may

What financial realities are retirees facing post-pandemic?
InvestmentNews (Wed, 27 Nov 2024) - A new report from the Transamerica Center for Retirement Studies and Transamerica Institute offers fresh insight into the financial

Early retirement comes as a surprise for many workers, study finds. Here’s how to manage that financial shock
CNBC (Wed, 27 Nov 2024) - retirees, according to Catherine Collinson, CEO and president of Transamerica Institute and Transamerica Center for Retirement Studies. “

Planning to retire at 65? Most Americans stop working years earlier — and not because they want to.
CBS News (Tue, 26 Nov 2024) - s often not by choice, according to new research from the Transamerica Center for Retirement Studies. The median retirement age in the U.S.

10 Costly Early Retirement Mistakes That'll Ruin Your Plans
MSN.com (Thu, 14 Nov 2024) - full retirement age." According to a September 2023 Transamerica Center for Retirement Studies report , the median age for retirees was 62

Here's How To Semi-Retire In 5 Steps
Forbes (Thu, 07 Nov 2024) - work in some way after they retire, according to the 24 th Annual Transamerica Retirement Survey . To meet your goals and needs, you can be

Generation X is gloomy, but their retirement reality may not bite
Yahoo! Finance (Thu, 07 Nov 2024) - Catherine Collinson, CEO and president of Transamerica Institute and Transamerica Center for Retirement Studies. That’s significant given

This Overlooked Retirement Tax Credit Gets Better in 2025
MSN.com (Mon, 04 Nov 2024) - aware of the saver’s credit, according to a survey by the Transamerica Center for Retirement Studies. And retirees who still save money in

Female workers’ retirement savings lags behind male employees across generations — Transamerica
Pensions & Investments (Tue, 29 Oct 2024) - compared with men, according to the recently released annual Transamerica Retirement Survey of Workers conducted in September and October.

Women dream of an active retirement but the reality may be less exciting
InvestmentNews (Mon, 28 Oct 2024) - with financial restraints according to a new report from the Transamerica Center for Retirement Studies. It found that just 16% of the

Retirement isn’t what it used to be — how to find your purpose and avoid getting stuck.
MarketWatch (Fri, 25 Oct 2024) - to stay in their jobs than those without purpose. A recent Transamerica Institute survey found 44% of workers envision a transition into

Greater percentage of women than men have retirement concerns — Transamerica
Pensions & Investments (Wed, 23 Oct 2024) - with male employees, based on the recently released annual Transamerica Retirement Survey of Workers conducted in September and October.

Part-Time Work in Retirement: 5 Best Jobs for Supplementing Your Income
AOL (Sun, 20 Oct 2024) - worried about outliving their savings, as per a recent report by the Transamerica Institute , 48% of retirees who are working felt the need

Reality bites: Is Generation X in denial about its own impending retirement?
USA Today (Sat, 19 Oct 2024) - they had more to lose,” said Catherine Collinson , CEO of the nonprofit Transamerica Center for Retirement Studies. Late baby boomers, born

Millennials Aren’t Falling Behind After All. This Data Reveals the Generation’s Deeper Problem.
MarketWatch (Fri, 18 Oct 2024) - ’s far from the $500,000 millennials on average estimated, in a Transamerica survey, that they would need for retirement—and even further

What Could the Election Mean for Social Security and Medicare?
Kiplinger (Fri, 18 Oct 2024) - people have a financially secure retirement, according to a study from the Transamerica Center for Retirement Studies . This makes sense,

Study Sees Retirement Savings Being Tapped at ‘Concerning’ Levels
FEDweek (Thu, 17 Oct 2024) - a “concerning” levels, says a report by the TransAmerica Center for Retirement Studies, behavior that can “can severely inhibit the long-

Transamerica Institute podcast marks 10 years of promoting wellness — in finance and health
Pensions & Investments (Tue, 15 Oct 2024) - and not an entitlement,” said Catherine Collinson, founding president and CEO of the Transamerica Institute. Create your free account to

3 Things Middle-Class Americans Are Planning To Do When They Retire
MSN.com (Sun, 13 Oct 2024) - work? A recent Transamerica Center for Retirement Studies report analyzed what middle-class retirees are planning to do in retirement. Here

Pink Tax: What Does Price Discrimination Cost Women?
MSN.com (Fri, 11 Oct 2024) - for a secure retirement,” says Catherine Collinson, chief executive officer and president of the Transamerica Center for Retirement Studies.

4 Things You Need to Know for Traveling in Retirement
Investopedia (Fri, 11 Oct 2024) - they stop working (59%, according to a November 2024 Transamerica Center for Retirement Studies survey)—and it’s totally possible for most

Gen Z, millennial, zillennial? Find your generation — and what it means — by year
USA Today (Tue, 08 Oct 2024) - age-specific issues like retirement. According to a report in June by the Transamerica Center for Retirement Studies, nearly half of all

Most Americans Want Congress To Fix Social Security and Medicare Shortfalls ASAP
Investopedia (Wed, 02 Oct 2024) - the shortfall in Social Security and Medicare . In a recent Transamerica Institute survey, nearly 62% of respondents said they want the

Americans Are Calling for Policymaker Action on Social Security
Plan Adviser (Tue, 01 Oct 2024) - well as 530 million medical claims. In a separate report from the Transamerica Institute released Tuesday, a survey of more than 10,000 U.S

Most workers still struggle to invest in their retirement. This could help.
MSN.com (Sat, 28 Sep 2024) - Retirement Outlook of the American Middle Class” conducted by the Transamerica Center for Retirement Studies and the nonprofit Transamerica

The majority of this generation feels behind on their retirement savings—how they can catch up
CNBC (Thu, 26 Sep 2024) - at a median age of 30, according to data from the Transamerica Center for Retirement Studies . That’s five years later than millennials and

49% of workers think they can meet their retirement goals — 35% say they will need over $1 million to retire comfortably
CNBC (Wed, 25 Sep 2024) - Retirement Outlook of the American Middle Class report by Transamerica Center for Retirement Studies, which broadly defined the middle class

Democrats and Republicans finally agree on something: America faces a retirement crisis
USA Today (Sat, 21 Sep 2024) - issue that cuts across party lines.” An annual retirement survey from Transamerica suggests the threat to Social Security ranks among the

Retired? Winners and Losers of the Fed's Big Rate Cut
AARP (Fri, 20 Sep 2024) - ” says Catherine Collinson, CEO of the nonprofit Transamerica Institute and its division Transamerica Center for Retirement Studies. “It’s

Think you know how to solve the Social Security shortfall? Americans have mixed feelings on what to do
Yahoo! Finance (Tue, 10 Sep 2024) - of a funding shortfall isn’t new, a survey commissioned by the Transamerica Institute reveals what middle-class Americans think about Social

Opinion: What’s Too Old to Work? Economists Have the Wrong Idea.
MarketWatch (Fri, 06 Sep 2024) - older female workers facing particularly lower rates. A recent Transamerica Institute survey found that, while the majority of employers

What Is Phased Retirement And Should You Consider It?
Forbes (Wed, 04 Sep 2024) - a survey whose results were recently released by the Transamerica Center for Retirement Studies. However, phased retirement isn’t a “one-

40% of workers are behind on retirement planning. Not saving earlier was the biggest mistake
CNBC (Wed, 04 Sep 2024) - Retirement Outlook of the American Middle Class report by Transamerica Center for Retirement Studies. The middle class is broadly defined as

These are the best and worst places to retire in the U.S.
CBS News (Tue, 03 Sep 2024) - 65 , according to a study from the Transamerica Center for Retirement Studies and the Transamerica Institute. Six of the 10 worst states

Half of people plan to work past 65 or never retire, survey says
InvestmentNews (Fri, 30 Aug 2024) - Results of a survey published this week by the Transamerica Center for Retirement Studies found that 49 percent of middle-class workers

Assisted living edges out home care, nursing home as paid long-term care choice for middle class
McKnight's Senior Living (Thu, 29 Aug 2024) - Retirement Outlook of the American Middle Class,” released by the nonprofit Transamerica Center for Retirement Studies and the Transamerica

The new middle-class retirement plan: Working into old age
CBS News (Wed, 28 Aug 2024) - 65, according to a study from the Transamerica Center for Retirement Studies and the Transamerica Institute. While many say that is their

Older Workers Step In as Share of Prime-Age Cohort Falls
Plan Adviser (Wed, 28 Aug 2024) - lives. In a retirement outlook report published by Transamerica’s retirement studies center Wednesday , the greatest “retirement fear”

You may be doing a better job at saving for retirement than for an emergency
MarketWatch (Wed, 28 Aug 2024) - along paying off debt and “just getting by,” Transamerica Center for Retirement Studies’ latest “Retirement Outlook of the American Middle

Why More People Are Trying A Phased Retirement
Forbes (Mon, 26 Aug 2024) - and Transamerica Center for Retirement Studies. "But progress is happening." Odds are management will look favorably on phased retirement

‘There’s a lot of uncertainty in life’: These Gen Z workers are crushing retirement already. What the rest of us can learn.
MarketWatch (Wed, 14 Aug 2024) - According to 2024 research from the Transamerica Center for Retirement Studies, Gen Z workers started saving for retirement at a median age

Survey Finds Little Consensus on Social Security Finances
FEDweek (Thu, 08 Aug 2024) - is little consensus on what to do, says the TransAmerica Center for Retirement Studies. Breaking down responses by generation, it found

Using Your Retirement Account as an Emergency ATM Just Got Easier
Wall Street Journal (Thu, 25 Jul 2024) - spare $1,000 from a checking or savings account, said Catherine Collinson, president of Transamerica Center for Retirement Studies. It’s ...

Yes, It's Possible to Join the Ranks of Retirement "Super-Savers." Here's What You Need to Do
AOL (Sun, 21 Jul 2024) - doing two simple things The term "retirement super savers" was coined by the Transamerica Center for Retirement Studies . According to its

Longer lives, lower pay: Why saving for retirement is harder for women
USA Today (Wed, 17 Jul 2024) - 13% of retired men. A recent report from the Transamerica Center for Retirement Studies found that women have less than half the retirement

It’s time for Gen X–ers nearing 60 to give their retirement plans a reality check
MSN.com (Sat, 13 Jul 2024) - Catherine Collinson, chief executive of the nonprofit Transamerica Institute and Transamerica Center for Retirement Studies, or TCRS. “Many

Glide Into Retirement
Next Avenue (Wed, 10 Jul 2024) - and Transamerica Center for Retirement Studies. "But progress is happening." Odds are management will look favorably on phased retirement

Plan Participants Expect to Work Past Age 65
Plan Sponsor (Mon, 08 Jul 2024) - was released by the nonprofit Transamerica Center for Retirement Studies in collaboration with Transamerica Institute. The report included

Is America saving enough for retirement?
Yahoo! Finance (Sat, 06 Jul 2024) - and the other from Transamerica Center for Retirement Studies — share a view that for many Americans, the future may not be so bleak

It’s time for Gen X–ers nearing 60 to give their retirement plans a reality check
Yahoo! Finance (Mon, 01 Jul 2024) - ” said Catherine Collinson, chief executive of the nonprofit Transamerica Institute and Transamerica Center for Retirement Studies, or TCRS

Design Options: Building Strong Retirement Plans
Plan Sponsor (Mon, 01 Jul 2024) - Catherine Collinson, CEO and president of the Transamerica Center for Retirement Studies. “The good news is the [Transamerica Center for

Protecting clients amid the ‘triple threat’ in LTC services
InsuranceNewsNet (Mon, 01 Jul 2024) - age Americans will need ongoing care at some point. However, the Transamerica Institute found a mere 14% of retirees are very confident they

Gen Z Has It Rough Financially But They’re Not Doomed
Bloomberg (Thu, 27 Jun 2024) - doing well in terms of retirement savings. A recent study from the Transamerica Center for Retirement Studies found that the median age

What if every worker in America were auto-enrolled in retirement savings?
USA Today (Wed, 26 Jun 2024) - shifted to states,” said Catherine Collinson , CEO of the nonprofit Transamerica Center for Retirement Studies. Southern and conservative

Retirement ‘super savers’ tend to have the biggest 401(k) balances. Here’s what they do differently
CNBC (Tue, 25 Jun 2024) - plans, according to new research from Transamerica Center for Retirement Studies and Transamerica Institute. More than half of workers — 56

Addressing Social Security’s Shortfall a Top Priority for Workers
NAPA Net the Magazine (Tue, 25 Jun 2024) - ’s funding shortfall. According to the survey report by the Transamerica Center for Retirement Studies (TCRS) in collaboration with the

Report: More than 70% of workers worry Social Security won’t be there for them when it’s time to retire
WorkingNation (Tue, 25 Jun 2024) - uncertain, workers want a strong retirement system to be a priority, according to the Transamerica Center for Retirement Savings (TCRS) in

For contract workers, saving for retirement can be daunting. Here's how to get started.
AOL News (Sat, 08 Jun 2024) - to saving and investing for retirement,” Catherine Collinson, CEO and president of Transamerica Institute , told Yahoo Finance. "Without an

The elder-care crisis crushes workers. Employers now offer benefits to help.
MarketWatch (Wed, 29 May 2024) - support resources can be kind of expensive,” she said. A Transamerica Institute study found that 34% of large employers offer discounts or

PSCA honors 2 with lifetime achievement awards
Pensions & Investments (Fri, 24 May 2024) - founding CEO and president of Transamerica Institute and its operating division, Transamerica Center for Retirement Studies, and Beth

Employers, Employees Have Different Views on Workplaces Being Age-Friendly
FEDweek (Wed, 22 May 2024) - to older workers than do the workers themselves, says the TransAmerica Center for Retirement Studies, based on survey data from both groups.

5 Biggest Health Care Fears In Retirement And How To Tackle Them
Investor's Business Daily (Fri, 17 May 2024) - such a large bill is why retirees surveyed by the Transamerica Center for Retirement Studies cited "declining health that requires long-term

Statistics show the nation is getting older. The oldest state in the country isn't far
Yahoo! News (Tue, 07 May 2024) - at 62 years old as reported by USA Today and the Transamerica Center for Retirement Studies. Americans who are 65 and older, make up about

Lost Your Job 10 Years Short of Retirement? How To Finish Saving Without Getting Another One
GOBankingRates (Mon, 06 May 2024) - a pre-planned option for many Americans. According to a TransAmerican Institute survey , about 17% of workers retire sooner than originally

Earned Wage Access: A Win-Win for Employees and Employers Alike
HR Professionals Magazine (Sat, 04 May 2024) - So where can workers turn for help? A recent study by Transamerica Institute cited in a recent issue of Harvard Business Review notes

Why more older adults are opting to stay in the workforce
Yahoo! Finance (Mon, 15 Apr 2024) - Get with it. I mean, what planet are they on? This study that came out by Transamerica the past week or so ago showed that when they talk to

Why employers should (and have to) hire older workers
Yahoo! Finance (Sun, 14 Apr 2024) - efforts,” said Catherine Collinson, CEO and president of Transamerica Institute and the Transamerica Center for Retirement Studies, which