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What’s Your #1 Retirement Mistake?
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Step
1
of
16
6%
First, let's figure out where to send your results.
Name
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First
Last
Email
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Phone
Which best describes you?
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Currently retired
Planning for retirement
How far away are you from retirement?
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Less than 1 year
1-2 years
More than 2 years
I don't know and I need help
What's your current age?
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Less than 50
50-59 years
60-69 years
70-79 years
More than 80
What's your marital staus?
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Married
Single
Divorced
Widow/Widower
Excluding real estate, what are your current investment portfolio assets?
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Less than $100K
$101K - $250K
$250K - $500K
$500K - $1M
$1M - $3M
More than $3M
Is your Investment Portfolio synced with the changes happening in the Global Market Cycle right now?
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Yes
I'm not sure
Is your Investment Portfolio structured to transition from the "accumulation phase" to the "distribution phase” of your retirement?
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Yes
I don't think so
Do you have a Written Income Plan which ensures you won't outlive your income in retirement (and does your plan factor the projected rising cost of living)?
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Yes
No I have not created one yet
Are you currently utilizing Tax Free Income in your retirement plan?
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Yes
I’m not sure if I’m fully taking advantage…
Does your current IRA/401k withdrawal strategy minimize your expected tax burden?
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Yes
I’m not sure if it does
In terms of Social Security... Of the 100+ ways to claim Social Security right now for many people, have you calculated which is best for your situation?
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Yes
No I haven’t done this yet
With higher Medicare Part B premiums increasing with higher income levels, have you reviewed your medical coverage plans to potentially account for this?
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Yes
No I haven’t
Do you have a plan in place to pay for Long Term Care in retirement?
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Yes
No I do not
Are all of your estate planning documents (Including your Will, Trust, Healthcare Proxy, and Power of Attorney) organized in a secure “Digital Vault”?
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Yes
No, I don’t have this setup...
Last Question... If you had to pick one, which of the following represents your single biggest concern about your retirement right now:
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Running out of Money
Not Having a Paycheck Any Longer
Suffering Investment Losses
Cost of Health Care or Long-Term Care
Current or Future Health Issues