A New Study Links Partial Retirements to a Surge in Spending. What Gives?

Analysis May 22, 2024 at 02:28 PM
Share & Print

What You Need To Know

  • A new J.P. Morgan study of 280,000 households shows more than half of American couples phase into retirement.
  • Partially retired households spend more, and they have more debt and lower savings than their fully retired peers, the study shows.
  • Advisors can use the data to spark deeper conversations about budgeting and the timing of retirement.

What You Should Be Reading

NOT FOR REPRINT

© Touchpoint Markets, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more inforrmation visit Asset & Logo Licensing.

Immediate Answers to Critical Tax Questions At Your Fingertips

Keep up with the latest tax rules and regulations with weekly, exclusive updates by our Tax Facts experts.

Get More Information

Recently Added Q&As

Related Stories

Recommended For You