Image credit: © Kianlin | Dreamstime.com Social Security claiming strategies, taxation, guaranteed income, savings targets and Medicare benefits are among the key topics where retirement plan participants are looking for guidance and education from advisors and plan sponsors, according to a new survey from Allspring Global Investments.
All of these themes are examined in Allspring’s annual retirement survey conducted by Escalent, released today. “We’re seeing growing interest in better management of taxes and optimization of Social Security-claiming strategies.” As the survey celebrates its 20th year, Allspring again spoke directly with retirees and near-retirees, giving plan sponsors and advisors a clearer […]
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