Are You On Track For Retirement
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Quiz Questions
1.
Have you earned 40 credits to qualify for Medicare & Social Security
A.
Yes
B.
No
C.
I'm not sure
2.
Are you aware of the different ways to claim social security and the pitfalls of choosing the wrong option?
A.
Yes
B.
No
3.
Will you have another source of income besides social security such as? Retirement, IUL, or Pension,
A.
Yes
B.
No
4.
Will your total income equal to 75% or more of your current earnings at work?
A.
Yes
B.
No
5.
Will your income pass the stress test if there is another market crash?
A.
Yes
B.
No
C.
I Don't Know
6.
Have you budgeted for what your expenses will be at retirement including medical costs?
A.
Yes
B.
No
7.
Do you have a plan in place in case you need Long Term Care?
A.
Yes
B.
No
C.
I'm not sure how long term care works
8.
Are you aware that there are options such as Annuities that may help supplement your income for life?
A.
Yes
B.
No
9.
Are you Debt Free?
A.
Yes
B.
No
C.
I only have a mortgage left
10.
Are you aware of the tax implications with withdrawing from retirement accounts?
A.
Yes
B.
No
C.
I don't have retirement accounts
11.
Do you have a will, trust, and or power of attorneys?
A.
Yes
B.
No
C.
Not Really
Quiz Outcomes
1.
Are you ready for the next steps?
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Did you know that according to an Allianz survey, most people fear running out of money more than they fear death? Build a plan for your retirement!