Wealthy Retirees Prefer Strategic Planning
Update: 2025-12-08
Description
Wealthy investors nearing retirement are increasingly moving away from popular target-date funds, as revealed by a recent Allspring Global Investments survey. Eighty-four percent of investors with at least $200,000 in investable assets prefer other options. These investors are taking a more hands-on approach, strategically spreading their money across different account types and planning their withdrawals to minimize taxes. Nate Miles, head of retirement at Allspring, explains that wealthier adults have unique needs and may not be accustomed to actively managing their tax burden. A tax-efficient withdrawal plan can significantly impact retirement outcomes, emphasizing the importance of a personalized retirement strategy.
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