Retirement Income
The findings of a new survey suggest that plan sponsors and advisors should be proactive in providing education and advice, as most near-retirees indicate they are looking for help to maximize retirement benefits while minimizing taxes. According to Allspring Global Investments’ 20 th annual retirement survey , the topics of guaranteed income, savings targets, tax management and the complexity of Social Security and Medicare benefits are among the areas about which near-retirees could use some guidance. In fact, the survey found that 53% of near-retirees plan to use an advisor to maximize retirement income sources, but 39% of […]
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