Age Range *

Under 50

50–59

60–69

70+

Retirement Status *

Already retired

Retiring in 0–5 years

Retiring in 5–10 years

More than 10 years away

Roughly how much have you saved for retirement (401(k), IRA, savings, etc.)? *

Less than $100,000

$100,000 – $249,999

$250,000 – $499,999

$500,000 – $999,999

$500,000 – $999,999 $1,000,000+

What % of your savings is in the stock market right now? *

0–25%

26–50%

51–75%

76–100%

Do you have a guaranteed lifetime income source (pension, annuity, etc.)? *

Yes

No

Not sure

How would you feel if the market dropped 30% tomorrow? *

Very worried — I’d lose a lot

Somewhat worried — I’d be impacted

Not worried — I’m already protected

What’s your biggest concern about retirement right now? *

Would you like part of your retirement savings protected from market loss while still growing? *

Yes, absolutely

Maybe, I’d like to learn more

No

Are you open to learning new strategies outside of the stock market? *

Yes — I want safer options

Maybe — I’m considering it

No — I want to stay all in the market

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