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| * What is one thing that encourages you to save? | | |
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| * On average, what portion of your annual income do you save? |
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| * When you save, where are you most likely to save? Please rank (1-3) the following in order of interest: |
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| Retirement Plan |
| | | Index Funds |
| | | Checking/Savings Account |
| | | Bonds |
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| * What best fits your level of individual income? |
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| * What best describes your current level of debt? |
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| * Other than earn a higher income, what is one thing you can do to increase your ability to save? | | |
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| * On average, what portion of your income do you invest for your retirement? |
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| * Have you ever withdrawn money from your retirement plan before reaching age 59.5? |
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| * What is your generational classification? |
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