Retirement, Death, and Taxes. Are Investors Prepared for the Inevitable?

It’s been said that the only certainties in life are death and taxes. But now, as individuals are accountable for a greater share of post-work income, retirement is a third certainty that must be factored into long-term financial success.

Despite this, many respondents in our 2017 Global Survey of Individual Investors are not taking all of the steps they need to prepare, and are relying on uncertainties like receiving an inheritance in planning their retirement income funding:

For the full survey findings as well as guidance on key areas where investors need to take action to help achieve financial security later in life, download the complete report.

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2017 Global Survey of Individual Investors Retirement Report