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Statistics on the investment, retirement and financial priorities of mass affluent Americans

We are pleased to share the Merrill Edge® Report Spring 2016, a nationwide survey delivered biannually that offers an in-depth look at the financial concerns, priorities and behaviors of mass affluent Americans1 . This spring, we found that nearly half of millennials expect to retire when they hit a certain financial milestone or savings goal. In comparison, older generations are focused on leaving the workforce when they hit a certain age or can no longer work due to health concerns.

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PGIM Investments

At PGIM Investments, we consider it a great privilege and responsibility to help investors participate in opportunities across global markets while meeting their toughest investment challenges. We’re part of PGIM, the 9th largest investment manager globally (1) with more than $1 trillion in assets under management. (2) This scale and investment experience allow us to deliver actively managed investment solutions that meet the needs of investors around the globe.

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Statistics on the investment, retirement and financial priorities of mass affluent Americans