Quiz 1
Am I or my spouse/partner at least 50 years old?
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I have discussed my retirement plans, such as where I want to live, with my family/spouse/partner and have developed a strategy.
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I have investigated when I plan to start social security and know what my Social Security income will be in retirement.
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I have developed a retirement savings strategy, including a targeted amount of savings accumulated at retirement to generate the level of income I need.
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I know how much my accumulated savings at retirement will provide me as income in retirement.
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I know the approximate anticipated future income from my investments based on current balances and my savings strategy. These income sources may include 401(k), pension, IRA, savings, etc.
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