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Source: American Institute of CPAs
Published: March 2019
n = 631 Certified Public Accountant financial planners

Retirement Anxiety

Circulated: February 11, 2020

A survey of CPA financial planners explored what factors are impacting clients’ retirement planning peace of mind.

Clients’ top three financial concerns for retirement are:

                                                     
Top Financial Concern 2018 2016
1 Running out of money 30% 41%
2 Maintaining current lifestyle 28% 29%
3 Rising healthcares costs 18% 11%


Most frequently listed as the top three sources of client concern for outliving their money:

                                                                                 
Concern
1 Healthcare costs 77%
2 Market fluctuations 53%
3 Unexpected costs 50%
4 Lifestyle expenses 42%
5 The possibility of being a financial burden on their relatives 22%

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