It's Time for a New Retirement Model for the Middle Market

Seibert, Kevin S.; Meredith, Betty
December 2010
Journal of Financial Planning;Dec2010, Vol. 23 Issue 12, p42
Academic Journal
The article discusses the need for a change in retirement plan model for the middle market in the U.S. It stresses that individuals particularly the baby boomers who belong in the middle market or those who earn less than 250,000 dollars in net worth or have limited meetings with financial planners since most of the advisers consider the middle market less profitable. It adds that the Society of Actuaries (SOA) has started research to develop a new retirement income plan.


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