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