Athene surveyed pre-retirees and retirees early in retirement about their retirement planning and found that many people have the basics covered — but they still have work to do. See below what gaps respondents are leaving, what they’re getting right and where you stack up in your plans for retirement.
This material is provided by Athene Annuity and Life Company (61689) headquartered in West Des Moines, Iowa, which issues annuities in 49 states (excluding NY) and in D.C., and Athene Annuity & Life Assurance Company of New York (68039) headquartered in Pearl River, New York, which issues annuities in New York.
Kiplinger is not affiliated with and does not endorse the company or products mentioned above.
-
What I Learned From an Investing Pro About Managing Risk in Your 30s, 40s, 50s and 60sAuthor and veteran money manager Ben Carlson talks about managing market volatility and building wealth at all stages of your investing journey.
-
Rich But Restless: Why $5M Isn’t Buying Retirement ConfidenceI took a deep dive into what actually builds retirement confidence. The answers had less to do with the amount saved than I expected.
-
Give More, Pay Less: Guide to 2026 Tax-Smart Charitable GivingTax law changes might be confusing, but there are still ways to be generous without sacrificing financial security. A donor-advised fund is a place to start.
