Julie Jason's Reader Retirement Preparation Survey

Take this survey mentioned in Julie Jason's February 2020 column to let us know how you prepared or are preparing for retirement.

Question 1 is based on the Ameritrade Road to Retirement Survey: Evolving timelines, expectations and investments (January 2020)
Question 2 is an open-ended optional question
Questions 3-6 are demographic questions

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* 1. Which of the following actions did you take before retirement? If you are not retired, which of the following actions are you taking now?

Reduced/reducing overall expenses to save more

Secured/securing life insurance

Maximized/maximizing contributions to my retirement accounts

Increased/increasing income outside of full-time job

Got/getting help from a financial [professional] on "how to" plan

Secured/securing long-term care insurance

Focused/focusing on higher risk/higher return assets

Created/creating my own detailed retirement income plan using a web-based tool

Other (please specify)

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* 2. Do you have any experiences you would like to share about finding the right kind of help at this stage of your investment life cycle?

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* 3. What is your age?

18 to 24

25 to 34

35 to 44

45 to 54

55 to 64

65 to 74

75 or older

Prefer not to answer

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* 4. At what age do you expect to retire?

Under 55

55-59

60-64

Over 65

Never retire

No opinion

Already retired

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* 5. What is your gender?

Female

Male

Prefer not to answer

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* 6. In which newspaper do you read Julie Jason's column?

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* 7. Would you like to receive Julie Jason's monthly newsletter?

Yes

Already receive

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* 8. Please provide your contact information.

First Name *

Last Name

State/Province *

ZIP/Postal Code *

Email Address *