J.P. Morgan Asset Management Releases 2022 Guide to Retirement, Exploring Key Issues Impacting Retirement Investors
10th edition of Guide examines impacts of longevity, spending behaviors and inflation on retirement
New York, NY, March 7, 2022 : J.P. Morgan Asset Management today released the 10th edition of its annual Guide to Retirement, analyzing the most significant issues impacting retirement to help investors make informed decisions and take positive actions to achieve a comfortable retirement.
“Retirement investors and advisors are grappling with a range of challenging issues, from an evolving inflation picture, to an increase in forecasted spending needs in retirement, and ongoing questions around Social Security,” said Katherine Roy, Chief Retirement Strategist, J.P. Morgan Asset Management. “The 2022 Guide to Retirement has been designed to help advisors tackle the most pressing retirement challenges and provide strategies to help drive stronger retirement outcomes for clients.”
Below is an overview of five key retirement themes featured in the 2022 Guide to Retirement:
1. Plan for an even longer life (and how to do it well)
2. Most Americans are spending more…then less…then more
3. Retirement savings “checkpoints” should be assessed from an early age
4. Keep inflation in perspective when planning for retirement
5. Stable vs. variable is the new “discretionary vs. non-discretionary”:
J.P. Morgan Asset Management helps financial advisors serve DC plan participants by offering industry-leading insights such as the Guide to Retirement, Guide to the Markets, Long-Term Capital Market Assumptions and spending and saving research in collaboration with the Employee Benefit Research Institute (EBRI). The firm also provides a one-stop-shop of digital tools and resources including Target Date Compass®.
To view the full 2022 Guide to Retirement, click here.
About J.P. Morgan Asset Management
J.P. Morgan Asset Management, with assets under management of $2.7 trillion (as of 12/31/2021), is a global leader in investment management. J.P. Morgan Asset Management's clients include institutions, retail investors and high net worth individuals in every major market throughout the world. J.P. Morgan Asset Management offers global investment management in equities, fixed income, real estate, hedge funds, private equity and liquidity.
J.P. Morgan Asset Management is the marketing name for the asset management business of JPMorgan Chase & Co. and its affiliates worldwide.
JPMorgan Chase & Co. (NYSE: JPM) is a leading financial services firm based in the United States of America (“U.S.”), with operations worldwide. JPMorgan Chase had $3.7 trillion in assets and $294.1 billion in stockholders’ equity as of December 31, 2021. The Firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing and asset management. Under the J.P. Morgan and Chase brands, the Firm serves millions of customers in the U.S. and many of the world’s most prominent corporate, institutional and government clients globally. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com
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