![]() |
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 |