What is your current Age? *

45-54

55-59

60-64

65+

Employment status? *

Still working

Semi-retired

Fully retired

How much have you saved in pre-tax retirement accounts (IRA, 401(k), 403(b), TSP, etc.)? *

Less than $100,000

$100,000 - $249,000

$250,000 - $499,999

$500,000 - $999,999

$1,00,000 +

Do you believe tax rates will be higher, lower, or the same in future years?

Higher

About the same

Lower

Not sure

Would you prefer to pay taxes on your retirement savings now (at known rates) or later (at unknown future rates)?

Now, at known rates

Later, to keep more invested

Not sure yet

Would you prefer to pay the Roth Conversion taxes on your retirement savings out of your pocket (conventional way) or use a strategy that takes care of that for you?

Pay the taxes out of pocket

Use a strategy that takes care of that

Not sure yet

Do you expect to need all of your IRA,401(k), 403(b), money during retirement, or would you like to leave some for your heirs?

I will likely need it all

I would like to pass some on tax-free

Not sure yet

What financial goal matters most to you right now? *

Eliminating future tax surprises

Creating lifetime tax-free income

Protecting from market losses

Leaving a tax-free legacy for my family

How soon would you like to review your numbers? *

Within 48 hours

This week

Within 2 weeks

Just curious right now

Postal Code *

First Name *

Last Name *

Email *

Phone *

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