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Research

Research library

Research worth an advisor's time from research firms, asset managers, regulators, central banks, academics and think tanks, each with a short summary in our own words, plus AdvisorIQ's own analysis.

As of Oct 8, 2026, the library lists 4 pieces from asset managers on retirement income.

Titles marked with an arrow open on the publisher's site. How we choose.

Retirement income

4 pieces · More on retirement income

  1. A behavioral case for annuities (opens troweprice.com)

    T. Rowe PriceResearch from an asset manager

    T. Rowe Price researchers look at how retirees actually spend and find most try to preserve their savings: 78% say keeping a certain account balance matters, and real spending falls about 2.3% a year on average. They argue annuities may be better received when framed as a way to protect assets and lifestyle rather than only as longevity insurance.

    Topic: Retirement incometroweprice.com

  2. How to turn retirement savings into reliable income (opens corporate.vanguard.com)

    VanguardResearch from an asset manager

    Vanguard sets out a decision framework for turning savings into retirement income rather than a single prescribed strategy. It organizes the choices around purpose, covering essential costs with reliable income, managing withdrawals and taxes, and simplifying, and argues that sustainable income is a better measure of success than account balances.

    Topic: Retirement incomecorporate.vanguard.com

  3. Guide to Retirement 2026 (opens am.jpmorgan.com)

    J.P. Morgan Asset ManagementResearch from an asset manager

    J.P. Morgan's annual retirement chartbook covers saving, spending, Social Security, withdrawals and health care. It finds that six in 10 new retirees see volatile spending in their first three years, and that households with more guaranteed income spend more confidently.

    Topic: Retirement incomeam.jpmorgan.com

  4. Solving the retirement income puzzle one piece at a time (opens troweprice.com)

    T. Rowe PriceResearch from an asset manager

    Written for advisors, this piece frames retirement income planning around three questions: how much to spend, when couples should claim Social Security, and which accounts to draw from first. It cites T. Rowe Price research that two-thirds of pre-retirees do not know how much they can withdraw each month.

    Topic: Retirement incometroweprice.com

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Editorial

How we choose

  • Inclusion is editorial. No publisher pays to be listed, and none can.
  • We leave out any piece that features or recommends a specific fund, ETF, model portfolio or other product.
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  • We do not list pieces behind a paywall or a registration form, or pieces from media outlets and advisor platforms; we link to the original source instead.

More in our editorial standards.