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: