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Generation X, the demographic born between 1965 and 1980, may have the most to lose from poor tax planning and practices. "The Gen Xers . they're the most directly aligned to needing to understand.
The typical Gen X household has saved less than what is needed to finance a secure retirement, according to a study from the National Institute on Retirement Savings.
Coastal grandmother and grandmillennial may be popular design trends on TikTok but getting younger generations to financially plan for those years is more of a challenge.