When do you expect to retire?

How confident are you that you know how your savings will turn into income once you retire?

Very confident — I have a clear income plan

Somewhat confident — I have a general idea

Not very confident — I still have important questions

Not confident at all — I don't have an income plan yet

If the market dropped 20% or more around the time you retire, how concerned would you be about the impact on your retirement savings?

Very concerned — protecting my savings from major losses is extremely important to me

Concerned — I'd want to limit how much of my savings could be affected

Somewhat concerned — I can tolerate some market ups and downs

Not very concerned — I'm comfortable with market fluctuations

How confident are you that the different pieces of your retirement plan are working together?

Very confident — I have a coordinated plan

Somewhat confident — most pieces are in place

Not very confident — there are still important gaps

Not confident at all — I don't yet have a coordinated retirement plan

How confident are you that you understand how taxes could affect your retirement income?

Very confident — I understand how my retirement income may be taxed

Somewhat confident — I understand some of it

Not very confident — I still have important tax questions

Not confident at all — I'm unsure how taxes could affect my retirement income

How confident are you that your savings can support the retirement you want for as long as you may need them?

Very confident — I have a clear plan for making my savings last

Somewhat confident — I feel fairly comfortable but still have some questions

Not very confident — I'm concerned about how long my savings may last

Not confident at all — running out of money is a major concern

What would you most like to have more clarity about before retirement?

How much retirement income my savings may provide

How to reduce the impact of major market losses

How to create more dependable retirement income

How taxes may affect my retirement income

How long my retirement savings may need to last

How to balance income, growth, and access to my money

I'm not sure- I just want to know if im on the right track

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