People between the ages of 45 and 60, labeled Generation X, are increasingly worried about retirement. Despite many having substantial liquid assets, some find themselves questioning whether they’ll be able to afford their retirement expenses when everyday costs rise. According to a recent Allianz Life survey, inflation is a top concern for all earning generations, but Gen Xers... | read more >
Gen X Retirement Planning: Strategies for the Sandwich Generation
Expert Advice for Gen X Retirement and Financial Security.
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Roth conversions also deserve consideration, particularly for those in their 40s and 50s during lower-income years. These conversions create a tax-free income stream in retirement, offering significant long-term benefits. Ultimately, there is no single solution to secure Gen X’s retirement. A combination of strategies, including spending adjustments, delayed retirement, increased savings, and thoughtful tax planning, often works best.
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