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Work for USAA ? How well do you know your retirement benefits?

How old do you have to be to access your 401K with no penalties?

You mean that thing I take loans from?

59.5

Your Bridge Benefit will continue until which year?

It has already stopped

Till 2017 or upon reaching 30 years of service

2020

I get a bridge named after me as part of my benefits?

The earliest age you can access your pension benefit with no penalties is?

59.5

Pensions are for old people not young people like me!

The best way to receive my pension benefit is via?

A Lump Sum

Monthly Payments

It is different for everyone

Dosn't matter, I am going to the casino with it!

What should you do with your 401K once you retire?

Buy a boat!

Leave it where it is

Move it to an IRA

Depends on my needs

What is the earliest age you can access Social Security Benefits?

Varies on age

When must you start taking distributions (Required Minimum Distributions) from your qualified accounts such as IRA's and 401K's?

Never

The year you turn 70.5

59.5

What is a factor in planning a successful retirement?

Winning the lottery

Working forever

A realistic expectation of what income your assets can provide in retirement

Hoping your kids become rich!

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