Are You On Track For Retirement

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!