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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 June 9, 2023

Gender

Male

Female

Age?

How old are you?

25-29

30-34

35-39

40-44

45-49

50-54

55-69

70-74

75+

Would you consider your annual retirement investment management to be active or passive?

Active

Passive

Are you eligible for a Pension (Defined Benefit Plan)?

Yes

Are you eligible for a 401k or 403b?

Yes

If 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?

0-3

4-6

7-9

10-12

12-15

15 years or more

If you did not participate, why?

Purchasing home

Children’s education

Invested in other assets/activities

Medical/Health needs

Repaying debt (college/consumer)

Always participated

Approximately, 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 – $4,999,999

Approximately, 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

> $3,000,000

What type of IRA plan do you have?

Traditional

Roth

Both

Neither

What age do you plan to retire?

< 50

50-59

60-64

65-69

70-74

75-79

80-85

> 85

Have you estimated how much savings you will need to retire considering your desired retirement age and life expectancy?

Yes

What 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

> $60,000

never researched

Annually, how much will you spend once you retire?

More than current spending

Less than current spending

About the same

Who provides you with retirement planning advise? (mark all that apply)

Attorney

CPA

CFP

Insurance broker

401k or 403c plan advisor

self research

Family

Other

Will you hire a professional to plan your retirement withdrawal strategy?

Yes

Have you or do you plan to purchase a retirement annuity?

Yes

Do you plan to relocate or purchase a different home for retirement?

Yes

Maybe

Do you have consumer debt that will extend beyond one year?

Yes

Will your home have a mortgage at retirement?

Yes

Do you plan to work part-time before you retire?

Yes

Will you provide support to children or parents when you retire?

Yes

Maybe

Will you provide retirement income for your spouse?

All of their retirement income

Most of their retirement income

Some of their retirement income

None of their retirement income

When will your spouse retire?

Prior to your retirement

In the same year

Within 5 years

More than 5 years

Do you look forward to retirement?

Yes

Maybe

1 out of 27

Time is Up!

Time’s up

When life seems difficult, sticking to a plan provides clarity.

Our Company

About Us
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Contact
FAQs

Orlando Office

121 South Orange Street
North Tower Suite 1500
Orlando, FL 32801

Local: 407-362-5494
Fax: 941-238-9052
Toll Free: 800-779-4592

Bradenton Office

4502 Cortez Rd. W
Suite 302A
Bradenton, FL 34210

Local: 941-746-3216
Fax: 941-238-9052
Toll Free: 800-779-4592

In uncertain times, it’s important to stay focused.
We emphasize the direction of your financial decisions.

Our Company

About Us
Services
Clients
Contact

Olando Office

121 South Orange Street, North Tower Suite 1500 Orlando, FL 32801
Local: 407-362-5494
Fax: 407-664-1444
Toll Free: 888-534-9994

Brandenton Office

415 32nd Street West Bradenton, FL 34205
Local: 941-746-3216
Fax: 941-747-3642
Toll Free: 800-779-4592

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