Are you 100% sure the IRS won’t take more of your retirement than you think?
Yes
No
Do you currently have any Roth IRA accounts as part of your retirement plan?
Yes
No
Are you familiar with the benefits of converting a traditional IRA to a Roth IRA?
Yes
No
Have you considered the impact of Required Minimum Distributions on your retirement income?
Yes
No
Do you have a strategy in place to minimize taxes on your Social Security benefits?
Yes
No
Are you aware of how tax brackets can affect your retirement income?
Yes
No
Do you have a plan to manage your taxable income effectively in retirement?
Yes
No
Is reducing the impact of taxes on your investment growth a priority for you?
Yes
No
Do you review your tax situation annually to ensure optimal tax efficiency?
Yes
No
Are you aware of the potential impact of future tax rate increases on your retirement income?
Yes
No
Have you consulted with a tax professional about integrating Roth strategies into your retirement plan?
Yes
No
What is a rough estimate for how much you have saved for retirement?
$100,000 - $250,000
$250,000 - $500,000
$500,000 - $750,000
$750,000 - $1M
$1M - $2M
> $2M
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