Would you consider your annual retirement investment management to be active or passive? Are you eligible for a defined retirement plan? Are you eligible for an employee match contributory retirement plan? If your employer matches retirement contribution, up to what percent is matched? What percentage of years have you participated in your employer provided retirement plan? If you did not participate, why? Approximately, how much do you have saved in an employee sponsored contributory retirement plan (401k, 403c, other) - include vested employer contribution? What percentage of eligible years did you invest in an IRA? Approximately, how much is your IRA investment worth today? What type of IRA plan do you have? What age do you plan to retire? Have you estimated how much savings you will need to retire considering your desired retirement age and life expectancy? What is the minimum retirement savings amount you will need to retire? Annually, how much social security do you estimate you will receive when you retire? Annually, how much will you spend once you retire? Who provides you with retirement planning advise? (mark all that apply) Will you hire a professional to plan your retirement withdrawal strategy? Have you or do you plan to purchase a retirement annuity? Rank the most significant to least significant concern regarding retirement? (1 being most significant) Good health Adequate income Inflation Investment return Cost of healthcare Tax rates Social security & medicare Proximity to family Do you plan to relocate or purchase a different home for retirement? Will your home have a mortgage at retirement? Do you have consumer debt that will extend beyond one year? Do you plan to work part-time before you retire? Will you provide support to children or parents when you retire? Will you provide retirement income for your spouse? When will your spouse retire? Do you look forward to retirement? |
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