Retirement Income Strategies
And Expectations (RISE) Survey
Why top of mind now might mean a more
confident mindset later
Now in its eighth year, Franklin Templeton’s RISE Survey explores attitudes and concerns about preparing and investing for, as well as living in, retirement. Learn more about what people are doing to build preparedness and confidence.
Investing for retirement
Investing for retirement
Investing for retirement
Next steps
Build your retirement confidence one step at a time.
Preparing
- Set goals and identify concerns
- Talk to a financial advisor
- Write your plan down
- View our guide to approaching retirement
Investing
- Think about a goals-based approach
- Maximise your nest egg
- Remember healthcare - consider a Health Savings Account for retirement
- See how one hypothetical investor invested for retirement
Living
- Create an action plan with your spouse/partner
- Cultivate relationships with family and friends
- Engage your mind and body in activities that interest you
- Tips for living in retirement
More insights from Franklin Templeton
About the survey
The Franklin Templeton Retirement Income Strategies and Expectations (RISE) survey was conducted online among a sample of 2,002 adults comprising 1,000 men and 1,002 women 18 years of age or older. The survey was administered between January 17 and 28, 2019, by Engine’s Online CARAVAN®, which is not affiliated with Franklin Templeton Investments. Data is weighted to gender, age, geographic region, education and race. The custom-designed weighting program assigns a weighting factor to the data based on current population statistics from the U.S. Census Bureau.
Important Legal Information
This communication is general in nature and provided for educational and informational purposes only. It should not be considered or relied upon as legal, tax or investment advice or an investment recommendation, or as a substitute for legal or tax counsel. Any investment products or services named herein are for illustrative purposes only, and should not be considered an offer to buy or sell, or an investment recommendation for, any specific security, strategy or investment product or service. Always consult a qualified professional or your own independent financial advisor for personalized advice or investment recommendations tailored to your specific goals, individual situation, and risk tolerance.
Franklin Templeton does not provide legal or tax advice. Federal and state laws and regulations are complex and subject to change, which can materially impact your results. Franklin Templeton Distributors, Inc. (FTDI) cannot guarantee that such information is accurate, complete or timely; and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information.
All financial decisions and investments involve risk, including possible loss of principal.
Investing in a Franklin Templeton fund does not guarantee one’s retirement income needs will be met.
You need Adobe Acrobat Reader to view and print PDF documents. Download a free version from Adobe's website.
You need Adobe Acrobat Reader to view and print PDF documents. Download a free version from Adobe's website.
Franklin Templeton Distributors, Inc.
