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Who currently manages your 401K? Take our 2-minute survey to better understand how you can prepare for retirement.
12
Questions
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1
Who has control of your current 401k?
*
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Current/Most Recent Employer
Previous Employer
Self Directed
A Financial Advisor
I don't have a 401k
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2
Do you intend to convert your employer sponsored retirement account to a personal retirement account?
*
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Yes
No
Not Sure
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3
What other investment vehicles have you used or are currently using?
*
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Select all that apply.
Residential Real Estate
Commercial Real Estate
Stock & Bonds
Annuities
None
I'd Really Like To Better Understand These Options
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4
How long do you expect your investments to be invested?
*
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0 to 5 years (short term)
6 to 10 years (mid term)
11 to 20 years (long term)
20 + years (long term)
I Don't Know
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5
Do you currently own residential rental properties beside your primary residence?
*
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YES
NO
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6
If you own investment real estate, have you ever looked into the tax benefits of a 1031 exchange?
Yes
No
I Don't Know
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7
Will your investments fully fund your retirement?
Yes
No
Not Sure
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8
In making financial and investment decisions, you are:
*
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Conservative – Aggressive
Aggressive
Row 0, Column 0
Conservative – Aggressive
Aggressive
Row 0, Column 0
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9
Based on your current income and net worth, which of the following do you feel you are qualified to invest in?
*
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Check all that apply.
Residential Real Estate (single family & duplex)
Multifamily (apartments)
Vacant Land
Commercial Real Estate
Stocks/Equities
Securities
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10
Name
First Name
Last Name
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11
Email
*
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example@example.com
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12
Phone Number
*
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Area Code
Phone Number
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