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If your retirement lasted 10+ years longer than expected, what would most likely change first?

I would reduce discretionary spending

I would adjust how much I withdraw

I would need to change investments significantly

I’m not sure

How does your plan handle rising costs over time (inflation, healthcare, etc.)?

It includes built-in adjustments

It assumes some adjustments

It's not clearly addressed

How is your retirement income structured?

More than one reliable source of income

Mostly withdrawals from investments

Not clearly defined

If markets underperformed early in retirement, what would happen?

Little to no impact on lifestyle

Some adjustments would be needed

It would significantly affect lifestyle

How often has your plan been reviewed with long-term longevity in mind?

Regularly

Occasionally

Rarely

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LSI-Survey-Results-06-30

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