2040 Retirement Planning Taxes 
WiserAdvisor
MAY 22, 2025
The average life expectancy in the United States now stands at nearly 80 years, and by 2040, 20% of Americans will be over the age of 65. With medical inflation outpacing general inflation, ignoring healthcare in your retirement plan is a risk no one can afford. Factoring in retirement healthcare costs is a smart move.
Random Roger's Retirement Planning
DECEMBER 28, 2024
It would take an extreme move up in rates to cause a big move in the price of a two year instrument, very extreme, but if that happened, the time needed to bail you out would be very short as opposed to be far underwater on an issue that matures in 2035 or 2040. The argument I've been making has been simpler.
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Random Roger's Retirement Planning
APRIL 22, 2024
An individual 20 year treasury bond bought when yields were at their lowest will return 100 cents on the dollar when it matures in 2040. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation.
Random Roger's Retirement Planning
DECEMBER 20, 2023
Someone who is today 50 making $75,000 (I saw that as an average salary in some article recently), wanting to retire at 67 in 2040 can expect to get $26,596 ($2133/mo) from Social Security in today's dollars. That gap certainly creates some challenges but assuming 4% it means portfolio income of $26,000 versus $44,000.
WiserAdvisor
MAY 3, 2023
Invest in long-term care insurance It is projected that by 2040, about one in five Americans will be 65 or older. Without long-term care insurance, you or your family may be forced to use your retirement savings or assets to pay for your expenses. Carefully plan for retirement Your health can impact your retirement plans.
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