EBRI Chartbook

2024 Spending in Retirement Survey — Caregiver Oversample Results

Nov 12, 2025 29  pages

Summary

The 2024 Spending in Retirement Survey queried ~3,600 individuals ages 62 to 75 about their spending habits and situation at and during retirement. Quotas were set on age, gender, caregiver status, and disability status to ensure accurate representation of overall retirees and oversample population. The disability-affected and caregivers were oversampled. Data reported are weighted based on gender, race, income, disability, and caregiving using CPS and EBRI estimates.