Retirement Plans and Health Care Expectations: A Survey of Preretirement Adults
8 Pages Posted: 1 Jul 2011
Date Written: 2001
Based on a survey of preretirees, I discuss the large disparity between the returns clients anticipate receiving on their investments and the returns that advisors anticipate. I also note that there is a large difference between the cost of health care and what clients generally believe they will spend on health care in retirement.
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