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Free Quiz

Retirement Readiness Quiz

Take this short 2-minute quiz to see how prepared you may be for retirement and identify areas that may need attention.

How Ready Are You for Retirement?

Answer 10 quick questions below. Your results will appear instantly — no email required.

1 How close are you to retirement?
2 How confident are you in your current retirement strategy?
3 Do you know how much monthly income you may need in retirement?
4 Do you currently have retirement savings in accounts such as a 401(k), 403(b), TSP, 457, or IRA, or Roth IRA?
5 Do you have a plan for turning your savings into retirement income?
6 Do you expect Social Security to cover most of your retirement expenses?
7 Do you currently have money in CDs or savings accounts earning low interest?
8 Have you reviewed whether Roth conversions could help reduce future taxes?
9 Are you currently working with a financial advisor?
10 Would you like help reviewing your retirement options?

Please answer all 10 questions before submitting.

Your Score

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out of 10  · 

Your results are based on the answers you selected.

Many people who take this quiz are surprised by their results. A short conversation can help clarify your options and next steps.

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