Do you have a minimum of at least $100,000 or more in investable assets? *

Yes

No

401k, retirement accounts, stocks, bonds, annuities, cash savings, cd's, real estate, etc.

How soon are you going to retire? *

I'm already retired.

In less than 5 years.

In 5 years or more.

What type of retirement plans are you investing in now? (Check all that apply) *

401(k), TSP, 403(b)

IRA

Roth IRA or Roth 401(k)

Sold or selling private business

Stocks, bonds, mutual funds

Real estate

Annuities

CDs, Money Markets, etc.

Cryptocurrency

Other financial products

What dollar amount do you currently have saved for retirement? *

< $100k

$100k - $250k

$251k - $500k

$501k - $750k

$750k - $2M

$2M - $5M

> $5M

What is your greatest concern during retirement?

Uncertainty during retirement

Outliving my income

Running out of money during my retirement

Not having money for long term care?

Higher tax rates on retirement accounts after age 73 (RMDs)

Something else

What state do you live in (U.S.A.)? *

What is your age? *

First Name

Last Name

Email *

Phone *

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