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Retirement plans face late-life healthcare and housing shocks

Reported · Written up by our desk · Fund Industry

MarketWatch highlights a common vulnerability in retirement planning, urging investors to stress-test scenarios that combine late-life healthcare costs with housing shocks.

The outlet recommends reworking retirement assumptions to account for the financial impact of these risks later in retirement, when both healthcare needs and housing expenses can change materially.

The focus is on ensuring retirement math remains realistic under adverse conditions rather than relying on baseline projections.

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