Topics At A Glance: Retirement

Full search results

Looking ahead, at what age do you and your husband/wife/partner both plan to retire?

%
14		Younger than 60
20		60-64
21		65
10		66-69
14		70 or older
13		Never/Don't plan to retire (Vol.)
9		Don't know/Refused

Note: Those not retired
CFA/CFPB Household Financial Planning Survey, [May, 2012]

(If Non-retired, ask:) Realistically, at what age do you expect to retire? (If Retired, ask:) How old were you when you retired? (If Necessary, probe:) How old were you when you retired from your primary occupation?

%
8		Under 55
8		55 to 59
8		60 to 61
10		62 to 64
22		65
10		66 to 69
22		70 or older
6		Never retire (Vol.)
3		Never worked/Only worked sporadically (Vol.)
4		Don't know
*		Refused

Retirement Confidence Survey, [Jan, 2012]

Do you now expect to retire sooner, at a younger age than before, or later, at an older age than before?

Note: Asked of those non-retired and in the past 12 months the age at which they expect to retire has changed (25% of non-retired)
Retirement Confidence Survey, [Jan, 2012]

Early Retirement

Full search results

(Next, I have some questions about health care and planning for retirement.) Would you consider retiring earlier than you currently expect to if you were guaranteed health insurance, but were required to pay the full premium?

Note: Asked of those not yet retired
Health Confidence Survey, [Jun, 2012]

Did you retire earlier than you planned, later than you planned, or about when you planned?

Note: Asked of those retired
Retirement Confidence Survey, [Jan, 2012]

Did you retire earlier than you planned because...you could afford to retire earlier than you planned?

Note: Asked of those who retired earlier than they planned (50% of retirees)
Retirement Confidence Survey, [Jan, 2012]

Personally Saving for Retirement

Full search results

(I'm going to mention some aspects of your personal situation. For each, please tell me if you are better off, worse off, or about the same as last year at this time. If the item does not apply to you, just say so.)...Retirement savings

Bloomberg Poll, [Jun, 2012]

(If Non-retired, ask:) Not including Social Security taxes or employer-provided money, have you, and/or your spouse, personally saved any money for retirement? These savings could include money you personally put into a retirement plan at work. (If Retired, ask:) Not including Social Security taxes or employer-provided money, did you, and/or your spouse, personally save any money for retirement before you retired? These savings could include money you personally put into a retirement plan at work.

Retirement Confidence Survey, [Jan, 2012]

When thinking about personal finance--that is, things like managing money, budgeting and saving for retirement--what letter grade would you give yourself in terms of how well you understand these issues? An A, B, C, D or F?

Kaiser/Washington Post Black Women in America Survey, [Oct, 2011]

Major Sources of Income in Retirement

Full search results

When you retire, how much do you expect to rely on each of the following sources of money--will it be a major source of income, a minor source of income, or not a source at all? How about...Social Security?

Note: Asked of those not retired
Gallup Poll, [Apr, 2012]

(When you retire, how much do you expect to rely on each of the following sources of money--will it be a major source of income, a minor source of income, or not a source at all?) How about...a 401K, IRA (Individual Retirement Account), Keogh or other retirement savings account?

Note: Asked of those not retired
Gallup Poll, [Apr, 2012]

Worry Won’t Have Enough Money for Retirement

Full search results

(Please tell me whether you are worried or not worried about each of the following happening.) How about that...you will outlive your money after you retire?

Gallup Poll, [Jan, 2012]

Which of the following most concerns you about retirement?...Not being able to afford health care expenses, outliving your retirement money, not being able to afford basic living expenses, becoming bored or not having anything to do, becoming a financial burden on other people, having to work longer than you want to, not being able to sell your home for enough money

%
21		Not being able to afford health care expenses
17		Outliving your retirement money
16		Not being able to afford basic living expenses
12		Becoming bored or not having anything to do
11		Becoming a financial burden on other people
7		Having to work longer than you want to
4		Not being able to sell your home for enough money
13		Don't know/Refused

Allstate/National Journal Heartland Monitor Poll, [Nov, 2011]

What would you say is the biggest worry or concern you have about you and your family's personal financial situation? Is it...expenses are too high, can't save enough for retirement, earning too little money, finding or keeping a job, home value has gone down, carrying too much debt, investments are struggling or can't save enough for children's education?

%
19		Expenses are too high
14		Can't save enough for retirement
12		Earning too little money
12		Find or keeping a job
11		Home value has gone down
8		Carrying too much debt
8		Investments are struggling
7		Can't save enough for children's education
8		None of these (Vol.)
2		Don't know/Refused

Allstate/National Journal Heartland Monitor Poll, [Sep, 2011]

Private Health Insurance During Retirement

Full search results

When choosing a job, how important are the benefits that a potential employer offers, such as retirement plans, health benefits, vacation, sick leave, child care, and life insurance, in your decision to accept or reject the job? Are they very important, somewhat important, not too important, or not at all important?

Note: Asked of those employed full or part time (65%)
Health Confidence Survey, [Jun, 2012]

I'm going to read a list of benefits. Please tell me which one you think is most important to you....Health insurance, retirement savings plan, such as a 401(k), 456, 403(b) or profit-sharing plan, paid time off, such as vacation or sick leave, retiree health insurance, life insurance, pension plan or defined benefit pension plan, long-term care insurance, disability insurance, stock options or something else

%
58		Health insurance
18		Retirement savings plan, such as a 401(k), 456, 403(b) or profit-sharing plan
6		Paid time off, such as vacation or sick leave
5		Retiree health insurance
5		Life insurance
4		Pension plan or defined benefit pension plan
2		Long-term care insurance
1		Disability insurance
*		Stock options
*		Something else
1		Don't know

Note: Asked of those employed full or part time (65%)
Health Confidence Survey, [Jun, 2012]

Now please tell me which one (benefit) is the second most important benefit....Health insurance, retirement savings plan, such as a 401(k), 456, 403(b) or profit-sharing plan, paid time off, such as vacation or sick leave, retiree health insurance, life insurance, pension plan or defined benefit pension plan, long-term care insurance, disability insurance, stock options or something else

%
16		Health insurance
32		Retirement savings plan, such as a 401(k), 456, 403(b) or profit-sharing plan
16		Paid time off, such as vacation or sick leave
7		Retiree health insurance
5		Life insurance
10		Pension plan or defined benefit pension plan
5		Long-term care insurance
6		Disability insurance
1		Stock options
1		Something else
1		Don't know

Note: Asked of those employed full or part time (65%)
Health Confidence Survey, [Jun, 2012]

From the Archives

Overall, how optimistic or pessimistic are you that you will be able to achieve your retirement goals? Are you...very optimistic, somewhat optimistic, neither optimistic or pessimistic, somewhat pessimistic, or very pessimistic?

Note: Asked of those not retired
UBS/Gallup Index of Investor Optimism Poll, [Nov, 1999]

At what age do you expect to retire completely and not work for pay at all?--Please provide your best guess....30-59, 60-61, 62-64, 65, 66-69, 70 or higher

%
9		30-59
16		60-61
10		62-64
27		65
16		66-69
23		70 or higher
*		Refused

Note: Those employed/looking for work/student/other (92%)
AARP 401(K) Participants Awareness and Understanding of Fees Survey, [Jun, 2007]

(Thinking about your retirement, how concerned are you that each of the following things might happen to you?)... That you won't have enough to do. ...Are you very concerned, somewhat concerned, not too concerned, or not at all concerned?

Note: Asked of those not retired (79%)
NPR/Kaiser Family Foundation/Harvard Social Security Survey, [Mar, 1999]

Topics At A Glance: Retirement

Retirement Age

Early Retirement

Personally Saving for Retirement

Major Sources of Income in Retirement

Worry Won’t Have Enough Money for Retirement

Private Health Insurance During Retirement

From the Archives