Retirement Readiness Assessment
First, a little about you
Current age
*
Age you'd like to retire
*
Marital status
Single
Married or partnered
Divorced
Widowed
Now the numbers (rough estimates are fine)
Gross annual income today
*
Saved for retirement so far, across all accounts
*
Amount you add toward retirement each year
*
Percent of today's income needed in retirement
*
60%
70%
80%
90% or more
What you usually do when markets fall 20%
*
Buy more
Hold and wait
Move some to cash
Sell most of it
Beyond the numbers
Which of these do you already have in place?
Tax strategy for retirement income withdrawals, including which accounts to tap first and Roth conversions
*
Yes
Not yet
Plan to turn savings into a steady monthly paycheck once paychecks stop
*
Yes
Not yet
Strategy for when and how to claim Social Security
*
Yes
Not yet
Plan for health coverage before Medicare and for long-term care
*
Yes
Not yet
Up-to-date beneficiaries, will, and estate documents
*
Yes
Not yet
Do you hold meaningful company stock or equity compensation such as RSUs, options, or ESPP?
*
Yes
No
If yes, do you have a plan to manage that concentration and the taxes when sold?
*
Yes
Not yet
Not applicable
A clear picture of how your income and taxes would change if a spouse passed away
Yes
Not yet
Not applicable
What worries you most about retirement?
*
Running out of money
Taxes
Healthcare costs
Being alone with the decisions
Not sure what I'm missing
Where should we send your snapshot?
Your name
*
First Name
Last Name
Email Address
*
example@example.com
Planning points
Behavior points
Years to retirement
Coverage ratio (%)
Numbers points
Readiness score
Readiness band
Source
Email opener
Email numbers sentence
Gap heading
Worry line
Email years sentence
gapTax
gapPaycheck
gapSS
gapHealth
gapEstate
gapSurvivor
gapEquity
gapMarket
gapAllYes
Get my snapshot
Should be Empty: