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Retirement Income Strategies and Expectations (RISE) Survey 20131

Overview

The survey revealed, 58% of those who have developed a written retirement income plan know how much of their current income will be replaced by Social Security.

    The 2013 survey examined respondents’ anxiety regarding retirement savings. It also sought to compare pre-retiree expectations against the realities faced by those in retirement. The findings offer some surprises and confirm some long-held beliefs:

    • There are two retirement transition periods, financial and lifestyle. The financial period happens much earlier than first thought — and during these years, a great percentage of people are looking to make changes to their retirement income strategy.
    • When asked what adjustment they would make if they were unable to retire as planned due to insufficient income, the top response was to delay retirement. However, one-third of today’s retirees surveyed were forced into retirement due to circumstances beyond their control, indicating that this strategy may not always be an option.
    • Those who have never worked with a financial advisor are more than three times as likely to indicate a significant degree of stress and anxiety about their retirement savings as those who currently work with an advisor.

    Results from the 2013 RISE survey suggest working with an advisor to create a written retirement income plan may not only help you understand your options better, it might also reduce your feelings of stress.

    For additional key findings, visit the Visual Tools or read The Pursuit of Happiness: Investing for Post-Career Living.

    Advisor Resources

    Advisor Resources

    Additional information and tools to help extend the Retirement conversation with your clients.

    Footnote
    * Franklin Templeton, Retirement Income Strategies and Expectations (RISE) Survey, 2013

    Methodology
    1. The Franklin Templeton Retirement Income Strategies and Expectations (RISE) survey was conducted online among a sample of 2,002 adults comprising 1,001 men and 1,001 women 18 years of age or older. The survey was administered from January 10 to 22, 2013, by ORC International’s Online CARAVAN®.

    Important Legal Information

    All investments involve risks, including possible loss of principal.

    For more information on any of our funds, contact your financial advisor or download a free prospectus. Investors should carefully consider a fund’s investment goals, risks, sales charges and expenses before investing. The prospectus contains this and other information. Please read the prospectus carefully before investing or sending money.

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