51% of affluent investors — defined as those who have total investable assets of $500,000 or more — say they are concerned about being financially secure in retirement.
That’s according to a survey from Personal Capital in conjunction with ORC International, which asked 1,000 affluent Americans what concerns they have about financial planning.
Other major concerns among rich people? 46% are worried their portfolios are not properly tax-optimized, while 42% are concerned their portfolios won’t withstand a market downturn.
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