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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
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