How old are you? *

Under 30

30-34

35-39

40-44

45-49

50-54

55+

Appromately how much do you currently have invested for retirement? (Include: 401k, 403b, 457b, IRA, Roth IRA, etc.) *

$0-10k

$10k-50k

$50k-100k

$100k-250k

$250k-500k

$500k+

What's your approximate personal income? *

Under $60k

$60k-79k

$80k-99k

$100k-124k

$125k-149k

$150k+

Approximately what percentage of your income are you currently investing for retirement? *

0-3%

4-7%

8-11%

12-15%

16-20%

20%+

When would you ideally like to have the option to stop working? *

Before 50

50-54

55-59

60-64

65-69

70+

How much student loan debt do you currently have? *

$0

Under $25k

$25k-49k

$50k-99k

$100k-199k

$200k+

What's the approximate interest rate on your student loans? *

No student loans

Under 4%

4-5.99%

6-7.99%

8%+

I'm not sure

Does your employer offer a retirement match? *

Yes, and I'm getting the full match

Yes, but I'm not getting the full match

I think so, but I'm not sure

No

I don't know

Which retirement accounts do you currently have access to? *

401k

403b

457b

Roth IRA

Traditional IRA

HSA

Pension

I'm not sure

How much do you have in cash savings outside of retirement? *

<1 month of expenses

1-2 months

3-6 months

6+ months

I'm not sure

How would you describe your current retirement investments? *

I don't invest yet

I have investments, but don't really know what U'm invested in

I have a basic investment strategy

I have a strategy and review it regularly

I'm very confident managing my investments

What's your biggest retirement concern right now? *

I don't know how much I need

I'm behind on retirement savings

My student loans are keeping me from investing

I don't know which retirement accounts to use

I make good money, but don't seem to be building wealth

I want to retire early, but don't know if it's realistic

I'm worried I'll never be able to retire

First Name *

Email *