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Retirement Cliff Looms for Many in the Middle Class


October 23, 2012 --- More than a third of Americans could live at or near poverty in retirement, according to Wells Fargo’s annual survey on retirement planning attitudes and behaviors. ---

In the final weeks before the Presidential election, much has been said of the “middle-class squeeze” and the “fiscal cliff,” but a greater obstacle looms in the distance: millions of Americans who are underprepared for retirement with diminishing prospects for how to manage their future and avoid poverty.

Half of middle-class Americans (52%) say their most important day-to-day financial concern is paying the monthly bills, up from 37% a year ago, according to the latest annual Wells Fargo Retirement Survey. Saving for retirement is in second place, with less than a fifth (16%) saying it is a key concern. Over half of pre-retired Americans (53%) say they are not confident they will have saved enough for the life they want in retirement, up from 42% percent in 2011.

One third (30%) of Americans say they will need to “work until at least 80,” in order to live comfortably in their retirement years, up from 25% a year ago. Yet, 73% of Americans said their employer would not want them to work in their 80s. Similar to 2011, 70% of middle-class Americans say they will work in retirement, with 39% saying they will work out of financial necessity.

Thirty-four percent of middle-class Americans estimate their retirement income will consist of 50% or less of their current annual income. According to the Census Bureau, median household income for Americans in 2011 was $50,054. Americans say they need less than half of their pre-retirement income, and this translates to $25,000, close to the poverty line for a family of four, according to the government.

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