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Retirement Planning Readiness Survey - Free Surveys Template | ZenBuild | ZenBuild

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Retirement Planning Readiness Survey

Evaluate individuals' retirement savings progress, financial confidence, and planning knowledge gaps.

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Retirement Planning Readiness Survey

Evaluate individuals' retirement savings progress, financial confidence, and planning knowledge gaps.

Current age range*

Planned retirement age*

Primary retirement savings vehicle*

Confidence in your retirement readiness*

Understanding of retirement planning options*

Are you on track to meet your retirement goals?*

Yes well on trackYes mostly on trackSomewhat on trackBehind where I should beNo plan in place

Retirement planning challenges

Insufficient income to saveHigh debtMarket uncertaintyHealthcare cost concernsStarting too lateUnclear tax strategyLack of guidance

What retirement information or advice would help you most?

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CategorySurveys

IndustrySurveys & Research

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retirementfinancial planningsavingsinvestingpersonal finance