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Question 1

What is your date of birth?

Question 2

Approximately how much money would you like to have the day you retire?

$

Question 3

Approximately how much money do you currently have in savings and retirement accounts - 401(k), IRA, other?
(Has to be less than your retirement goal amount)

$

Question 4

How much are you currently contributing each month toward your retirement accounts?

$

Question 5

Estimate your current total debt obligation - current mortgage balance, credit card balances, remaining car loan balance, etc

$

Question 6

What is your expected annual rate of return on your investments before retirement?
(Current savings accounts and money-market accounts pay less than 1%, the historical stock market return is around 9%)

%

Question 7

What is your expected annual rate of return on your investments after you retire?
(Current savings accounts and money-market accounts pay less than 1%, the historical stock market return is around 9%)

%

Question 8

Once you start receiving Social Security, what is your expected monthly benefit amount?
(The average benefit amount is $1,190. The minimum amount is $1, the maximum benefit amount is $2,642)

$

Question 9

What are your current monthly expenses?

$

Question 10

What is your zip code?
(To calculate cost-of-living adjustments)

Question 11

Free bonus: You can select to receive one of the following special reports.
The reports are absolutely FREE and will be emailed to you along with your results

Question 12

What is your first name and what is the email address you'd like your report and assessment results sent to?

Check below to display the submit button
& finalize the test.