How Do Your Finances Stack Up?
Kiplinger's Personal Finance|November 2021
A new study of retirees’ financial profiles is revealing and sometimes surprising.
Janet Bodnar
How Do Your Finances Stack Up?

Time for a quiz: How would you describe your lifestyle in retirement? Research by the Employee Benefit Research Institute identified five distinct financial profiles among retirees ages 62 to 75 with less than $1 million in financial assets. See where you fit in.

Average retirees (28% of those surveyed) were more likely to report financial assets of $99,000 or less and annual income between $40,000 and $100,000. Just over half thought, they had saved enough or more than enough for retirement. Defined-benefit plans and Social Security play a major role in their income. Half spend $2,999 or less monthly. The majority tend to believe their standard of living is unchanged from their working years. On average, they rated their satisfaction as 7.8 on a scale from 1 to 10.

هذه القصة مأخوذة من طبعة November 2021 من Kiplinger's Personal Finance.

ابدأ النسخة التجريبية المجانية من Magzter GOLD لمدة 7 أيام للوصول إلى آلاف القصص المتميزة المنسقة وأكثر من 9,000 مجلة وصحيفة.

هذه القصة مأخوذة من طبعة November 2021 من Kiplinger's Personal Finance.

ابدأ النسخة التجريبية المجانية من Magzter GOLD لمدة 7 أيام للوصول إلى آلاف القصص المتميزة المنسقة وأكثر من 9,000 مجلة وصحيفة.

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