Results
Thank you for taking the quiz.
Results = 8 or higher:
Way to go! You are well on your way to being retirement ready. For those questions you answered no, review the appropriate step(s) and check out the Resources page for additional guidance.
Results = 5 – 7:
Nice job! You are taking some positive steps but can still do more. For those questions you answered no, review the appropriate step(s) and Resources page – and take action to improve your retirement readiness.
Results = 4 or lower:
You have some work to do in order to be retirement ready. Don’t worry, the Retirement Planning Guide provides you with the tools and resources to help get you there. Please take some time to review the five steps and the Resources page – and take action to improve your retirement readiness.
Thank you for taking the quiz.
Results = 8 or higher:
Way to go! You are well on your way to being retirement ready. For those questions you answered no, review the appropriate step(s) and check out the Resources page for additional guidance.
Results = 5 – 7:
Nice job! You are taking some positive steps but can still do more. For those questions you answered no, review the appropriate step(s) and Resources page – and take action to improve your retirement readiness.
Results = 4 or lower:
You have some work to do in order to be retirement ready. Don’t worry, the Retirement Planning Guide provides you with the tools and resources to help get you there. Please take some time to review the five steps and the Resources page – and take action to improve your retirement readiness.
#1. Are you or your spouse /partner at least 50 years old?
#2. Have you discussed your retirement plans with your spouse/partner/family?
#3. Have you chosen a beneficiary?
#4. Have you decided when you will begin taking Social Security?
#5. Do you have a retirement strategy you are confident in?
#6. Does your retirement savings strategy include the amount of accumulated savings you will need at retirement to maintain your lifestyle?
#7. Do you know what your Social Security income will be in retirement?
#8. Do you know what future income you can depend upon from 401(k), pension, IRA, investments, and savings?
#9. Do you have medical directives in place? (health care proxy, power of attorney, living will, long-term care, life insurance)
#10. Do you know where your important documents are located? Have you told a family member how to access them?
This quiz was created to help you get a clear picture of your retirement readiness. The results are based on your answers to the quiz and provided for educational purposes only and is not to be viewed as investment advice.