Middle class retirees – Exploring retirement from the viewpoint of everyday Americans

New Expectations, New Rewards: Work in Retirement for Middle-Income Boomers

New Expectations, New Rewards: Work in Retirement for Middle-Income Boomers

The views and expectations for work and retirement are rapidly changing, and most middle-income Boomers now view work as a part of their retirement experience. This study sheds new light on just how dramatically Boomers are blurring the lines between working for pay and retirement, and explores the implications for both consumers and employers. More.

The Middle‐Income Boomer Retirement Gap: Savings, Education and Advice

The Middle‐Income Boomer Retirement Gap: Savings, Education and AdviceDownload the Full Study

In its latest study, the Bankers Life Center for a Secure Retirement looks at how middle-income Boomers are reacting to the changing retirement landscape, in particular, the apparent gaps in their retirement savings, the training they have received for managing their retirement investments and the extent to which they use financial professionals for retirement advice and guidance. More.

Retirement Tax Considerations for Middle-Income Americans

Retirement Tax Considerations for Middle-Income Americans

New research shows more Americans have an accurate understanding of how lottery winnings are taxed than the mainstays of their retirement income. This study looks at the understanding of taxes and retirement by Americans aged 50 and older. More.


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