Updated
Updated · Benzinga · Aug 16
Average 65-Year-Olds Face $109,000 Retirement Gap in 41 States
Updated
Updated · Benzinga · Aug 16

Average 65-Year-Olds Face $109,000 Retirement Gap in 41 States

1 articles · Updated · Benzinga · Aug 16

Summary

  • $109,000 is the average projected gap for 65-year-olds between retirement income and spending on necessities over a typical retirement, with retirees in 41 states expected to run short.
  • CareScout’s state-by-state analysis shows location is a major driver because housing, healthcare, groceries and other living costs can sharply change how long savings last.
  • New York posts the largest projected shortfall at $471,000, while Washington shows the biggest cushion at $276,000, underscoring how the same portfolio can produce very different outcomes by state.
  • Some states shifted from projected deficits to surpluses in just the past year, suggesting retirement plans may need scenario testing on relocation, aging-related spending and higher healthcare or long-term care costs.

Insights

Why do retirement projections in some states mysteriously flip from a comfortable surplus to a devastating shortfall in just one year?
Could your state's hidden healthcare and tax costs secretly drain your retirement savings years before you expect?
With average retirees facing a massive financial shortfall, is the traditional dream of stopping work at 65 completely obsolete?