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Franklin Templeton Investments

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Retirement Income Strategies and Expectations (RISE) Survey 20141

Overview

The survey uncovered many contradictions relating to retirement income planning. The biggest: while a majority of people have a positive view of retirement, most aren’t taking steps to reach the retirement they aspire to.

rise2014

    The Outlook is Positive…

    Of those surveyed who stated they plan to retire, 72% are looking forward to it and describe it in favorable terms. 

    …But Not Enough is Being Done

    The #1 piece of advice from the currently retired is to save early, save often, save consistently, BUT 42% of those aged 25-34 and 36% of those aged 35-44 have not started saving for retirement.

    “Don’t Know” is Not a Strategy

    When asked about how much income they will be able to replace with their retirement plan at work or through Social Security, or how much of their retirement savings they will be able to withdraw every year, over 50% said they “did not know”.

    Fortunately, Getting started is Easy

    Working with an advisor to create a written retirement income plan may help you understand your options better and put you on a clearer path to retirement success.

    For additional key findings view our Visual Tools.

    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, 2014

    Methodology
    1. The Franklin Templeton Retirement Income Strategies and Expectations (RISE) survey was conducted online among a sample of 2,011 adults comprising 1,008 men and 1,003 women 18 years of age or older. The survey was administered between January 2-16, 2014 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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