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planning
| Variable | Question text | Label |
|---|---|---|
| pl001a | Employer-provided retirement account (such as a 401k, 403(b) or Thrift Savings Plan (TSP), etc.). | have employer-provided retirement account |
| pl001b | Individual retirement account not provided by an employer (such as an IRA, Keogh, SEP, or any other retirement fund). | have individual retirement account not provided by an employer |
| pl001c | Investment account you opened for the purpose of investing in the stock market, either through a traditional broker or an online platform. | investment account opened for purpose of investing in stock market |
| pl001d | Cryptocurrencies or other digital assets, such as Bitcoin or Ether | cryptocurrencies or other digital assets |
| pl004 | Thinking about only your non-retirement investment accounts that you opened through an online or traditional broker - when did you first open an account like this? | when first opened non-retirement investment account |
| pl005 | Do you use a financial professional, like a financial advisor, planner, or wealth manager, to help make decisions about your investments? | use financial professional to help make decisions about investments |
| pl006 | What kind of fee structure does your financial professional use? If you have more than one, please think about the financial professional you work with most often. | fee structure financial professional |