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Topics At A Glance: Retirement

Sample iPOLL here, but there are more than 7,400 questions on Retirement since 1936!

Retirement Age

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When you were 40 years old, at what age did you expect to retire?
Associated Press/NORC Poll, [Aug, 2013]




(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?
%
7     Under 55
8     55 to 59
6     60 to 61
12     62 to 64
22     65
10     66 to 69
22     70 or older
6     Never retire (Vol.)
1     Never worked/only worked sporadically (Vol.)
6     Don't know
1     Refused
Retirement Confidence Survey, [Jan, 2013]




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 those non-retired)
Retirement Confidence Survey, [Jan, 2013]



Early Retirement

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Because of the recession, do you think about retiring later or earlier than you had originally planned?...Yes, earlier than planned, yes, later than planned, no change in retirement plans
Note: Asked of those not retired
Work Trends Survey, [Jan, 2013]




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, 2013]




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 (47% of those retired)
Retirement Confidence Survey, [Jan, 2013]



Personally Saving for Retirement

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(Let's turn to some aspects of your personal situation. For each, please tell me if you expect things to be better in the next 12 months, worse, or about the same as the last 12 months. If the item does not apply to you, just say so.)...Retirement savings
Bloomberg Poll, [Dec, 2013]




(How important do you think each of the following financial activities are for you to meet your personal financial goals?)...Saving for retirement...Very important, somewhat important, not very important, not at all important
Note: Asked of Form A half sample
Allstate/National Journal Heartland Monitor Poll, [Nov, 2013]




(Let's turn to aspects of your personal situation. For each, please tell me if you expect things to be better in the next 12 months, worse, or about the same as the last 12 months. If the item does not apply to you, just say so.)...Retirement savings
Bloomberg Poll, [Sep, 2013]



Major Sources of Income in Retirement

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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, 2013]




(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 401(k), IRA (individual retirement account), Keogh or other retirement savings account?
Note: Asked of those not retired
Gallup Poll, [Apr, 2013]




(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...individual stock or stock mutual fund investments?
Note: Asked of those not retired
Gallup Poll, [Apr, 2013]



Worry Won’t Have Enough Money for Retirement

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(Next, I'm going to read you a list of things that some people worry about and others do not. I'd like you to tell me how worried you are about each of the following things.) How worried are you about...not having enough money for retirement? Are you very worried, somewhat worried, not too worried, or not at all worried?
Kaiser Health Tracking Poll, [Jun, 2013]




(Next, please tell me how concerned you are right now about each of the following financial matters, based on your current financial situation--are you very worried, moderately worried, not too worried, or not worried at all. If a particular item does not apply to you, please say so.)...Not having enough money for retirement
Gallup Poll, [Apr, 2013]




How much do you worry about outliving your money after retirement--do you worry a lot, a little, not too much, or not at all?
Note: Asked of Forms 3 and 4 half sample
Pew Research Center's Religion & Public Life Project Poll, [Mar, 2013]



Private Health Insurance During Retirement

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How much money, if any, do you think you will need to accumulate by the time you retire just to cover the cost of health care, nursing care, prescription drugs, and health insurance in retirement? Do you think it will be less than $50,000, $50,000 to $100,000, $100,000 to $200,000, or more than $200,000?
AARP Health Care Costs Survey, [Sep, 2013]




((If Not retired, ask:) How important will each of the following factors be in your decision about when to retire? (If Retired and had a choice of when to retire, ask:) At the time of your retirement, how important was each of the following factors in your decision about when to retire?) Will/was...your need for benefits such as health insurance offered through an employer (be) not important at all, only a little important, moderately important, very important or extremely important in your decision about when to retire?
%
27     Extremely important
33     Very important
10     Moderately important
6     Only a little important
19     Not important at all
*     Don't know
4     Not applicable
*     Refused
Note: Asked of those not retired/those retired who had a choice of when to retire
Associated Press/NORC Poll, [Aug, 2013]




When you retire, if you had a choice, would you prefer to get your Medicare health insurance benefits from the current government Medicare program, or from a private health plan, such as a PPO or HMO, offered through Medicare?
%
34     From the current government Medicare program
56     From a private health plan, such as a PPO or HMO, offered through Medicare
9     Don't know
1     Refused
Note: Asked of those currently employed full- or part-time/Don't know/Refused (9%)
Harvard School of Public Health--Public Health Survey, [May, 2013]



From the Archives


If Individual Savings Accounts (using part of Social Security taxes with the money invested in the stock market) are created, what comes closer to your point of view about how the money can be used?...Workers should be allowed to use the money for home mortgages and education, as well as retirement. Workers should be allowed to use the money only for retirement.
%
32     Workers should be allowed to use the money for home mortgages and education, as well as retirement
65     Workers should be allowed to use the money only for retirement
2     Other (vol.)
1     No opinion
UBS/Gallup Index of Investor Optimism Poll, [Mar, 1999]




(If age 18-64, ask:) (Thinking about your later years, how important will each of the following things be in making those years meaningful and vital.) For example, what about...having a rich spiritual life--will that be very important, somewhat important or not important at all in making your later years meaningful and vital? (If age 65 or older, ask:) (Now, I'm going to describe things that may contribute to having a meaningful, vital life.) For you personally, how important is...having a rich spiritual life at this time in your life--very important, somewhat important, or not important at all?
Myths And Realities of Aging Survey, [Dec, 1999]




If Social Security changes into a system where individuals invest some of their own payroll tax contributions themselves, how well do you think you could make these investments and manage your own retirement account? Do you think you would do an excellent job, good, only fair, or poor job with these investments?
Americans Discuss Social Security Tracking Survey III, [Feb, 1999]




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Today's Number
5%
answered Major source when asked "(How much do you rely on each of the following sources of income today--is it a major source of income, a minor source of income, or not a source at all?) How about...money from an inheritance?"
Gallup Poll, [Apr, 2012]


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