Survey finds retirees are doing well, yet opportunities remain for near-retirees to seek guidance
on tax management, Social Security, and MedicareCHARLOTTE, N.C., Jan. 18, 2023 /PRNewswire/ — Guaranteed income, savings targets, and the complexity of Social Security and Medicare benefits are some of the themes examined by Allspring Global Investments in its annual retirement survey conducted by Escalent. As the survey celebrates its 20th year, Allspring again spoke directly with retirees and near-retirees, giving plan sponsors and advisors a clearer picture of tomorrow’s retirement landscape. This year’s report challenges conventional wisdom, with the purpose of giving plan sponsors […]
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