Retirement
2023 Retirement Survey
How do investors define a happy retirement? How we perceive retirement shapes how we plan for it and ultimately how we experience it. Employers and advisors play an essential role in successfully planning for and achieving happiness in retirement.
A Clear Vision of Retirement
How Perception Shapes Our Reality
Decisions around retirement can be highly personalized. It’s difficult to know how we will experience retirement and then plan around that. Allspring surveyed near-retirees and retirees, along with advisors, to hear all three sides of the retirement story and to highlight shared views and differences. For most retirees in this year’s study, retirement represents happiness.
Explore Some of our Related Insights
For Americans in their 60s, choosing when to claim Social Security can be a life-altering decision. Learn how sponsors, advisors, and consultants can communicate the benefits of delaying.
