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First Name
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Last Name
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Email
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Roughly what percentage of your retirement savings is in tax-deferred accounts (401k, IRA, etc)?
Less than 30%
30%-60%
More than 60%
I'm not sure
Do you have a strategy to manage taxes on your retirement income over time?
Yes, clearly defined
Some ideas, but not fully structured
Not really
How do you expect your retirement income to be taxed?
Plan design
Market performance
Spending adjustments
Have you considered how required minimum distributions (RMDs) could affect your taxes later on?
Yes, it's built into the plan
Somewhat considered
Not yet
If tax rates increase in the future, how would that affect your plan?
Accounted for
Somewhat considered
Not addressed
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