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College and Retirement Savings Consumer Survey

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October 2023

Authors

Jack Cody, Research Manager
Opinium

Naomi Horn, Research Analyst
Opinium

Description

The SOA Research Institute conducted an online survey of 1,000 U.S. respondents who are actively saving for both their retirement and a family member’s or friend’s college education. The results offer a better understanding of the challenges families face. Read the report for detailed findings or peruse the infographic for an overview.

Report

College and Retirement Savings Consumer Survey Report

College and Retirement Savings Survey Infographic

Video