Quick Survey Retirement Survey THE 3-MINUTE CONFIDENT RETIREMENT CHECK Growth and Protection – our daily process. On average, 67% of the respondents to our survey indicate that they have started retirement planning, with Malaysia and Singapore ahead of their peers. Despite this, only slightly more than half of those surveyed feel that they’re financially on track to achieve the retirement lifestyle they desire. You are taking this survey in February 27, 2021 GenderMaleFemaleAge?How old are you?25-2930-3435-3940-4445-4950-5455-6970-7475+Would you consider your annual retirement investment management to be active or passive?ActivePassiveAre you eligible for a Pension (Defined Benefit Plan)?YesNoAre you eligible for a 401k or 403b?YesNoIf your employer matches retirement contribution, up to what percent is matched?1-2%3-4%5-6%7-8%9-10%How many years have you contributed to the plan?0-34-67-910-1212-1515 years or moreIf you did not participate, why?Purchasing homeChildren’s educationInvested in other assets/activitiesMedical/Health needsRepaying debt (college/consumer)Always participatedApproximately, how much do you have saved in an employee sponsored contributory retirement plan (401k, 403c, other) – include vested employer contribution?< $100,000$100,000 – $249,000$250,000 – $499,999$500,000 – $749,999$750,000 – $999,999$1,000,000 – $1,999,999$2,000,000 – $2,999,999$3,000,000 – $4,999,999Approximately, how much is your IRA investment worth today?< $100,000$100,000 – 499,999$500,000 – $999,999$1,000,000 – $1,999,999$2,000,000 – $2,999,999> $3,000,000What type of IRA plan do you have?TraditionalRothBothNeitherWhat age do you plan to retire?< 5050-5960-6465-6970-7475-7980-85> 85Have you estimated how much savings you will need to retire considering your desired retirement age and life expectancy?YesNoWhat is the minimum retirement savings amount you will need to retire? (Type in 0 if you’re unsure)Annually, how much social security do you estimate you will receive when you retire?None< $20,000> $20,000 but < $40,000> $40,000 but < $60,000> $60,000never researchedAnnually, how much will you spend once you retire?More than current spendingLess than current spendingAbout the sameWho provides you with retirement planning advise? (mark all that apply) Attorney CPA CFP Insurance broker 401k or 403c plan advisor self research Family OtherWill you hire a professional to plan your retirement withdrawal strategy?YesNoHave you or do you plan to purchase a retirement annuity?YesNoDo you plan to relocate or purchase a different home for retirement?YesNoMaybeDo you have consumer debt that will extend beyond one year?YesNoWill your home have a mortgage at retirement?YesNoDo you plan to work part-time before you retire?YesNoWill you provide support to children or parents when you retire?YesNoMaybeWill you provide retirement income for your spouse?All of their retirement incomeMost of their retirement incomeSome of their retirement incomeNone of their retirement incomeWhen will your spouse retire?Prior to your retirementIn the same yearWithin 5 yearsMore than 5 yearsDo you look forward to retirement?YesNoMaybe28 out of 27Time is Up!