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Gen X investors are confident, but they often lack formal retirement plans
['Jonathan Delozier']
HousingWire
Many Gen X workers also lacked tools now common in retirement plans — such as automatic enrollment and target-date funds.
“Gen X is the first generation to shoulder full responsibility for their retirement.
“To grow their wealth, plan for retirement and leave a legacy, Gen X investors need comprehensive wealth planning and sophisticated strategies.
Seventy-four percent of Gen X respondents said leaving a legacy for family is a priority — adding complexity to long-term planning.
Despite their independent approach, Gen X investors expressed openness to professional guidance.