None
EN
Average Stock Portfolio for People in Their 60s in 2025—What It Means and Why It’s Important
['Adam Hayes', 'Ph.D.', 'Cfa', 'Is A Financial Writer With', 'Years Wall Street Experience As A Derivatives Trader. Besides His Extensive Derivative Trading Expertise', 'Adam Is An Expert In Economics', "Behavioral Finance. Adam Received His Master'S In Economics The New School For Social Research", 'His Ph.D. The University Of Wisconsin-Madison In Sociology. He Is A Cfa Charterholder As Well As Holding Finra Series', 'Licenses. He Currently Researches', 'Teaches Economic Sociology']
Investopedia | Expert Financial Advice and Markets News
Key Takeaways For people in their 60s, retirement accounts typically hold more than $300,000 in stocks on average—but the median balance is closer to about $100,000.
Taxable brokerage accounts vary widely, but industry data show engaged near-retirees often hold low- to mid-six-figure balances.
For most Americans, the bulk of these investments is in qualified retirement accounts, such as 401(k) plans and IRAs.
Indeed, while more than 80% of Americans in their 60s are invested in retirement plans, only about 35% have brokerage accounts.
That leaves us to wonder: How much is the average stock portfolio for people in their 60s?