Recent research from the Insured Retirement Institute shows that only 36 percent of Boomers and 35 percent of GenXers are confident they will have enough assets to live comfortably in retirement. To help educate consumers as part of National Retirement Planning Week, IRI has developed a set of consumer tips highlighting ways to ensure their retirement savings lasts through their lifetimes.
These tip sheets cover important issues like Social Security, Medicare, retirement savings plans and retirement income, as well as more in-depth topics such as partial 1035 exchanges and specific advice for middle-income Boomers.
"With 79 million Baby Boomers entering into retirement and 70 million GenXers following right behind them, retirement planning is a topic that needs to be on the forefront of Americans' minds," said IRI President and CEO Cathy Weatherford. "Unfortunately many consumers feel ill-prepared for retirement. But with proper planning and guidance from an advisor, financial security in retirement is achievable."
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The new consumer tip sheets, "Middle-Income Boomers Need for Retirement Advice," "The Effects of Healthcare Costs on Portfolios," "New Rules on Partial 1035 Exchanges," "Tips for Investors: Retirement by the Numbers 2012″ and "Tips for Consumers: Retirement Expectations Checklist" are designed to help consumers begin planning for their financial future and determine what they will need for retirement. To access these documents and other IRI offerings, visit www.retireonyourterms.org or www.irionline.org.
The National Retirement Planning Coalition recognizes that the need to educate Americans on retirement planning is an ongoing effort and is committed to making retirement planning education a national priority. The National Retirement Planning Week and other coalition activities will demonstrate that it is possible to "Retire On Your Terms" if comprehensive retirement plans are properly developed and managed.
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