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What is your #1 Retirement Mistake?
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16
6%
First, let's figure out where to send your results.
Name
First
Last
Email
*
Phone
Which Best Describes You?
Currently retired
Planning for retirement
How far away are you from retirement?
Less than 1 year
1-2 years
More than 2 years
I don’t know and I need help
What's your current age?
Less than 50
50-55 years
56-60 years
61-65 years
66-70 years
71-75 years
76+ years
What's your marital status?
Married
Single
Divorced
Widow/Widower
Excluding real estate, what are your current investment portfolio assets?
$500,000 - $1,000,000
$1,000,000 - $2,000,000
$2,000,000+
Is your Investment Portfolio synced with the changes happening in the Global Market Cycle right now?
Yes
I'm not sure
Is your Investment Portfolio structured to transition from the "accumulation phase" to the "distribution phase” of your retirement?
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)?
Yes
No, I have not created one yet
Are you currently utilizing Tax Free Income in your retirement plan?
Yes
I’m not sure if I’m fully taking advantage
Does your current IRA/401k withdrawal strategy minimize your expected tax burden?
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?
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?
Yes
No, I haven’t
Do you have a plan in place to pay for Long Term Care in retirement?
Yes
No, I don’t
Are all of your estate planning documents (Including your Will, Trust, Healthcare Proxy, and Power of Attorney) organized in a secure “Digital Vault”?
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:
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
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E Gap
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H Gap
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I Gap
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T Gap
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V Gap
