Average Stock Portfolio for People in Their 60s in 2025—What It Means and Why It’s Important
Yahoo Finance·2026-01-29 18:00

Key Takeaways For people in their 60s, retirement accounts typically hold more than 300,000instocksonaveragebutthemedianbalanceisclosertoabout300,000 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. As retirement nears, many wonder if their investment portfolios will provide the income they'll need. For most Americans, the bulk of these investments is in qualified retirement accounts, such as 401(k) plans ...