FPA Releases Latest Retirement Income Management Study

November 2007
Journal of Financial Planning;Nov/Dec2007 Supplement, p5
Academic Journal
The article discusses results of a study on the management of retirement income sponsored by the Financial Planning Association (FPA). Financial planners surveyed reported that demand is increasing among clients for help with planning retirement savings and distribution. Over 70% of planners target persons with at least $500,000 in investable assets. The greatest concern that planners reported among clients related to health care expenses. Thirty-six percent of planners indicated they would further their education by taking classes.


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