Five Golden Rules From Retired Baby Boomers | American Funds

Retirement Planning

DECEMBER 2017

Five Golden Rules From Retired Baby Boomers

Through years of investing and saving for retirement, boomers have learned many lessons that can benefit future generations of investors. Here are five rules that boomer investors found to be essential to saving for retirement according to the Wisdom of Experience survey by Capital Group.

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Wisdom of Experience Investor Survey by Capital Group
The survey was conducted by APCO Insight, a global opinion research firm, in March 2017. The research consisted of an online quantitative survey of 1,200 American adults — 400 millennials (ages 21–37), 400 Generation Xers (ages 38–52) and 400 baby boomers (ages 53–71) — of varying income levels, who have investment assets and some responsibility for making investment decisions for their families. The overall sample reflects national representation on key demographic measures according to the U.S. Census Bureau.


Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.

Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.