We're seeking advisors' opinions on retirement income methods and product preferences.
Investors saving for retirement have access to loads of information and advice on how to accumulate savings and invest wisely.
Investors nearing retirement, however, often stumble upon a reality in the investing world: There is a whole new set of issues, challenges, and skills involved when deciding how savings should be converted into a stable stream of income during retirement.
As financial advisors address this shift in thinking and develop their own skills and services, we would like your viewpoint on the state of retirement income today. Morningstar has written quite a bit about retirement distribution topics: safe withdrawal rates, how to allocate assets in retirement, how certain products fit into an overall income plan. Now we would like to hear from you.
The 2012 Morningstar Retirement Income Survey seeks advisors' opinions on retirement income methods and product preferences. It's part of our goal to provide you with objective, insightful information you can use to build your advisory business around the wave of retirees who will need advice on retirement distribution.
The survey contains 32 questions and should take approximately 10 minutes to complete. As a thank you for participating, we will provide you with a summary of the overall results.
To take the survey, please click the link below: