"Considering that just over half of all Boomer couples have not met with a financial advisor, significant opportunities remain to meet the needs of this key demographic," IRI President and CEO
About 82 percent of married Baby Boomers reported having some level of retirement savings, and 47 percent expect an employer-provided plan to be a major source of retirement income. Regarding their savings habits, two-thirds of Baby Boomer couples continued to contribute to their retirement accounts during the past year, and only about 14 percent prematurely withdrew assets from those accounts. Estate planning will be a key consideration for this market with two-thirds expressing the importance of leaving an inheritance.
The complete fact sheet is available HERE(https://avectra.myirionline.org/eweb/uploads/IRI%20Fact%20Sheet%20Couples.pdf).
TNS JF78JF-130217-4209343 StaffFurigay
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|Source:||Targeted News Service|