- Jackson and the Center for Retirement Research at Boston College reported a gap between investor concern about policy changes and retirement planning discussions that address those risks.
- Among pre-retired investors surveyed, 21% said they have delayed retirement since the start of 2025.
- Expectations included 65% anticipating cuts to Medicaid benefits and 46% anticipating reductions in Social Security benefits.
- Additional expectations included 68% foreseeing rising Medicare premiums and co-pays and 53% predicting an increase in Social Security taxes.
- Among investors working with financial professionals, 36% discuss Medicaid and long-term care funding, while 54% discuss federal debt levels and tariff policies.
Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Jackson Financial Inc. published the original content used to generate this news brief via Business Wire (Ref. ID: 20260311678737) on March 11, 2026, and is solely responsible for the information contained therein.
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