Description
To learn more about Fidelity’s research and insights on working with
investors, please contact your Home Office or Fidelity Representative,
or visit go.fidelity.com/insightsonadvice.
The 2013 Fidelity Investments “Couples Retirement Study” analyzed retirement and financial expectations and preparedness
among 808 couples (1,616 individuals). Respondents were required to be at least 25 years old, married or in a long-term
committed relationship, and living with their respective partner, and have a minimum household income of $75,000 or at least
$100,000 in investable assets. The 2013 study expanded on studies of prior years by including 109 Gen X couples and 109 Gen Y
couples, in addition to retired and preretired couples ages 47 and older. Gen X couples were between the ages of 35 and 46 while
Gen Y couples were slightly younger, between the ages of 25 and 34.
The 2013 study also included 110 couples who were not married but reported being in a long-term committed relationship. Fidelity Investments was not identified as the sponsor. GfK’s Public Affairs & Corporate Communications division executed the study, which fielded in May 2013. For investment professional use only.
Not for distribution to the public as sales material in any form. Fidelity Investments does not provide advice of any kind. You should conduct your own analysis, review, and due diligence based on your specific situation. The content provided herein is general in nature and is for informational purposes only. This information is not individualized and is not intended to serve as the primary or sole basis for your decisions.
You are responsible for evaluating your own specific needs and making appropriate decisions. Those decisions may be based on these and other factors you deem relevant. The information provided herein is not meant to be exhaustive of all possible options you may consider. Fidelity Investments Institutional Services Company, Inc., 500 Salem Street, Smithfield, RI 02917 Fidelity Institutional Wealth Services provides brokerage products and services and is a division of Fidelity Brokerage Services LLC.
National Financial is a division of National Financial Services LLC, through which clearing, custody, and other brokerage services may be provided. Both are members of NYSE, SIPC. © 2013 FMR LLC. All rights reserved. 669744.1.0 1.9585261.100 1113 .
The 2013 study also included 110 couples who were not married but reported being in a long-term committed relationship. Fidelity Investments was not identified as the sponsor. GfK’s Public Affairs & Corporate Communications division executed the study, which fielded in May 2013. For investment professional use only.
Not for distribution to the public as sales material in any form. Fidelity Investments does not provide advice of any kind. You should conduct your own analysis, review, and due diligence based on your specific situation. The content provided herein is general in nature and is for informational purposes only. This information is not individualized and is not intended to serve as the primary or sole basis for your decisions.
You are responsible for evaluating your own specific needs and making appropriate decisions. Those decisions may be based on these and other factors you deem relevant. The information provided herein is not meant to be exhaustive of all possible options you may consider. Fidelity Investments Institutional Services Company, Inc., 500 Salem Street, Smithfield, RI 02917 Fidelity Institutional Wealth Services provides brokerage products and services and is a division of Fidelity Brokerage Services LLC.
National Financial is a division of National Financial Services LLC, through which clearing, custody, and other brokerage services may be provided. Both are members of NYSE, SIPC. © 2013 FMR LLC. All rights reserved. 669744.1.0 1.9585261.100 1113 .
