Quiz Maker LogoCreate a Quiz
Quiz MakerGuides and HelpContact

QUIZ: What’s Your Probability of Success in Retirement?

What age do you plan to retire?
55-60
60-64
65-69
70-74
75+
I'm already retired
What vehicles do you plan to use for retirement income? (select all that apply)
401K
403B
IRA
ROTH IRA
Pension
Social Security
Life Insurance
Annuity
Other tax-deferred vehicle
How much have you saved for retirement?
Under $250k
$250-500k
$500-1mil
$1mil - 2mil
$2mil +
What is the ratio of stocks to bonds in your portfolio?
80-20
70-30
60-40
50-50
Bond-dominant
I'm not sure
How much tax planning have you actively pursued for your retirement?
None
A small amount
A moderate amount
A lot!
If we hit a down market or a recession, how much could you afford to lose?
10-15%
15-25%
25-50%
0% - I can't lose any of my money!
Aside from yourself, who is your primary retirement planner?
Myself alone
My spouse
One of my adult children
A financial advisor
A fiduciary advisor
If your spouse passed away, do you feel you could manage your investments and retirement plan without them?
Yes, I can do it myself
Maybe, but I might need help
No! I would definitely need help
Do you know how much money you stand to lose on your bonds if interest rates rise?
Yes, and I’ve planned for that possibility
No, I have no idea and never thought about it
No, but I’d like to learn how to fix that possibility
Has your portfolio ever been stress-tested?
Yes, and I feel comfortable where I am
No, I don’t think I need it
No, but I’d like to get it stress-tested
Do you have a plan to protect your assets, your spouse, or your family when your health fails later in life?
Yes, I do
I think so but I'm not sure it's bulletproof
No, I don’t but I’d like to learn the best options
{"name":"QUIZ: What’s Your Probability of Success in Retirement?", "url":"https://www.quiz-maker.com/QPREVIEW","txt":"What age do you plan to retire?, What vehicles do you plan to use for retirement income? (select all that apply), How much have you saved for retirement?","img":"https://www.quiz-maker.com/3012/images/ogquiz.png"}

More Quizzes

FRIDAY OR SATURDAY, AMOUNT OF GIRLS (DAYTIME, UNTIL 7PM)
100
Billing Holiday Party!
5248
210
Long Test in Math_3rd Quarter
15820
Test Your AP Calculus Formulas Skills: Fun Scored
201026304
Harry Potter Cursed Child: Which Character Are You?
201027032
Ultimate Muscular: Are You a Muscle Master?
201037902
Master Hatchet Chapter 11: Free to Test Your Knowledge
201028941
Think You Know 2010 Yankees Players? Take the!
201036304
Current Art Issues Seminar
15824578
Which Nintendo Switch Game Fits You? Take the
201021282
Free Basic Computer Skills Assessment
201019902
Powered by
Quiz Maker
Powered by: Quiz Maker