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Giving in Retirement: America's Longevity Bonus (PDF)
Merrill Lynch Global Wealth Management 
Oct. 23, 2015 26 pages. "Over the next two decades there will be a surge in giving by retirees: America's $8 trillion 'Longevity Bonus.' Three forces are converging to create this new phenomenon: [1] The movement of the massive boomer generation into their retirement years; [2] Increasing longevity, which means more people may spend more years in retirement; and [3] High rates of giving among retired men and women (especially women) -- of both money and time.... [This study] is an in-depth exploration of the priorities, rewards, and challenges of giving in retirement." MORE >> |
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