The Motley Fool's Roadmap To Retirement Self-Paced Online Seminar
Pre-Seminar Survey

Hello Fool! Thank you for taking a minute to fill out the pre-seminar survey. Your responses help us make sure the seminar meets your needs.

When do you plan to retire?

1-4 years
5-8 years
9-15 years
More than 15 years from now
I'm not sure
At what age do you plan to retire?
Before 40
40-50
51-60
After age 60
I'm not sure
Which of the following age groups do you fit in?
18-24
25-34
35-44
45-54
55-64
65+
I am
Male
Female
How would you rate your level of investing experience?
I've never invested
I only invest in mutual funds
I've been investing in individual stocks for less than 5 years
I've been investing in individual stocks for 5 years or more
What is the outcome you most hope to achieve by taking this seminar?
Create my own retirement plan
Receive suggestions on how to improve my investing returns to meet my retirement goals
Find out how to retire early
Figure out how to best utilize my savings during retirement
Interact with other Fools
Other (Please specify): 
What's important in your retirement plan?
Rank the importance of each of these aspects of retirement planning to you (with 1 as the most important, and 5 as the least important):
 1  2  3  4  5
Deciding what I want to do when I'm retired
Creating a budget and a savings plan
Finding investments that will give me the best returns
Anticipating unexpected costs in retirement/being prepared for illness
Making sure I have enough money to last throughout retirement
Avoiding over-payment of my taxes
Estate planning
What kind of retirement planning have you done?
None. This is my first step.
I have some thoughts about what I want to do, but haven't really done any concrete planning.
I've used some software programs and have created a retirement plan on my own, but haven't put it into action.
I've put together a retirement plan on my own and put it into action.
I've worked with a Financial Planner on my retirement planning and have put it into action.
Do you have a sense of how much your retirement will cost you?
No
I have done some guesstimating
I've used some retirement calculators or software programs to figure it out
I feel like I have a really solid handle on my costs of retirement
Where do you expect most of your retirement income to come from?
I have no idea
A pension plan, 401(k), 403(b), or other plan through my employer
IRAs
Personal savings
Personal investments in stocks or mutual funds (not including money I've invested in my employer-sponsored plan)
Social Security
I'm planning on working
Inheritance or other sources of income.
What do you think is the best way to invest for your retirement?
Putting money in a savings account
Investing in bonds
Investing in individual stocks
Investing in mutual funds
A combination of the above
Other (Please specify): 
What are your top retirement issues?
Rank how the following issues weigh into your retirement planning (with 1 as the most important, 5 as the least important):
 1  2  3  4  5
Medical insurance
Cost of housing
How you're going to spend your time
Taxes
Safe withdrawal rate
Long-term care
Have you taken a previous Motley Fool Seminar?
(check all that apply)
I've never taken a Fool Seminar
Tom Gardner Seminar (November 1999)
Rule Breaker Seminar (March 2000)
Rule Maker Seminar (July 2000)
Biotechnology Investing Seminar (October 2000)
Roadmap to Retirement Seminar (November 2000)
Quest for Rule Breakers 2001 (January 2001)
Give Yourself A Tax Cut! Seminar (February 2001)
Beginning Investing Seminar (February 2001)
How did you find out about this seminar?
In an article on the Fool site
Through an advertisement on The Motley Fool Site
Through a promotional email
Through a friend
Other (Please specify): 

Thanks very much!

 

This survey was created using WebSurveyor.