Survey: For successful retirement, work with an adviser

04/27/2013 | Financial Advisor · AdvisorOne

A survey by Putnam Investments has identified three factors for success in retirement planning, defined as the ability to replace current income in retirement. According to the study, investors who work with an adviser are in line to replace 80% of their income in retirement, compared with 56% for investors working without one. The two other factors are a disciplined savings strategy and access to an employer-sponsored savings plan.

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Financial Advisor · AdvisorOne

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