New research indicates that wealthier preretirees and retireesmight need some help figuring out a drawdown strategy forretirement assets, and are reluctant to leave funds in employers’retirement plans.
In a study examining the impact of parenthood and wealthtransfer on retirement funding, Hearts and Walletsconsidered a specific segment of the population: the 5.2 millionhouseholds between the ages of 53 and 70 who have from$500,000–$5,000,000 in investable assets and who as a group controlabout $10 trillion in assets.
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