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 2 pieces from industry associations on retirement income.
Titles marked with an arrow open on the publisher's site. How we choose.
Retirement income
-
2026 EBRI/Greenwald Retirement Confidence Survey (opens ebri.org)
The long-running annual survey of how confident American workers and retirees feel about paying for retirement. In 2026 confidence slipped for both groups, to about three in five workers and three in four retirees, with inflation, the cost of living and worries about changes to Social Security and Medicare weighing on views.
Topic: Retirement incomeebri.org
-
Projected Savings Medicare Beneficiaries Need for Health Expenses in Retirement up Again in 2025 (opens ebri.org)
EBRI updates its estimates of what a 65-year-old needs saved to cover Medicare premiums and out-of-pocket health costs. A man with supplemental coverage needs $120,000 for an even chance of covering costs and $212,000 for a 90% chance, women need more because they live longer, and couples with high drug costs face the largest targets.
Topic: Retirement incomeebri.org
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.
- Summaries are AdvisorIQ's own words. We link to the original on the publisher's site rather than copy it.
- 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.