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Retirement Anxiety
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Retirement Anxiety

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

Danny Sheridan
Feb 14, 2020
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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:

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

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