Urban InstituteRetirement Policy Center

April 10, 2008

Featured Topic: The Financial Resources of Retirees and Near-Retirees

Any good retirement plan involves saving when young, but diverting income from current needs is often difficult. Even some prudent savers find themselves struggling to make ends meet in retirement. To complicate matters, tax changes affect the buildup of retirement assets and the amount left over after taxes when retirees dip into their savings. How much savings do those on the verge of retirement have? After we account for taxes, housing, and health care costs, how many retirees are poor? How will recent tax changes affect boomers' retirement incomes? Read more:


Fact at a Glance: Nearly two-fifths of today’s private-sector workers are employed at firms that do not offer pension plans. (Read more in "Employer-Sponsored Pensions: A Primer.")

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