Source: Employee Benefit Research Institute, 2024 (Totals may not add up to 100% due to rounding.)

In a 2024 survey, about half of retirees said that retirement costs were higher than they expected, but a large majority were enjoying the lifestyle they imagined (at least to some degree) and spending what they wanted within reason. Less than a third were holding back on spending to leave an inheritance.


Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2025.