IRA/401k Protection Snapshot

	Yes	No	Not Sure
Do you have a plan to get your money out of your IRA and/or 401k?
Are you prepared to lose as much as 50% of your account to taxes?
Have you considered that your Retirement Minimum Distributions will affect how much of your Social Security is taxable?
Do you know how much your Medicare Premiums will be including Medicare Supplement?
Do you know your heirs are required to liquidate and pay taxes within 10 years on all the retirement money you leave them?
Are you confident that taxes which affect your retirement savings will not increase?
Is your retirement account protected from investment losses if the market drops?

YOUR RISK PROFILE >>

RISK SCALE: 0-5 LOW 6-11 MODERATE 12-18 DANGEROUS 19+ SEVERE

LOW You're in pretty good shape. Keep up the good work!
MODERATE Review your planning carefully so there are no surprises.
DANGEROUS You have ignored planning strategies that may create serious tax implications.
SEVERE These issues need your immediate attention.

Your score represents a basic Risk Profile. Please submit this form if you would like to explore retirement planning strategies that will keep more of your hard-earned money in your pocket.

Full Name >>*

First NameLast Name

Primary Email >>*

Example@company.com

Phone Number >>

Area CodePhone Number

Are Your IRA or 401k Savings at Risk?