Source: Society of Actuaries
Segmenting the Middle Market: Retirement Risks and Solutions–Phase 2 Report
The Society of Actuaries' Committee on Post Retirement Needs and Risks is pleased to make available the Phase 2 report of this two-phase effort. Phase 2 identifies basic issues and potential solutions that are important as mid-level net worth households in or near retirement address the financial risks they face in contemplating retirement. It includes 12 user-friendly reference profiles of the pre-retirees and retirees identified in Phase 1.
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