REWO Test

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How do you know if you are retiring with your eyes wide open? Take our Test!

How do you know if you are retiring with your eyes wide open? Take our Test!

13 YES or NO questions that will clearly tell you how informed you are. You’ll know with certainty if you are retiring with your eyes open. Or are you going into the biggest financial decisions of your life with your eyes closed?

16Questions

1
Name
First Name
Last Name
2
Email
example@example.com
3
Phone Number
Area Code
Phone Number
4
1. Have you interviewed multiple financial professionals?
YESNO
5
2. Do you have a written income plan for retirement?
YESNO
6
3. Have you considered multiple social security strategies?
YESNO
7
4. Have you stress tested your current portfolio holdings?
YESNO
8
5. Is your portfolio keeping pace with the market?
YESNO
9
6. Have you explored strategies to improve tax efficiency in retirement?
YESNO
10
7. Have you planned how Social Security and RMDs (Required Minimum Distributions) will impact your taxes?
YESNO
11
8. Will your mortgage be paid off and/or housing expenses planned for?
YESNO
12
9. Have you explored different investment philosophies?
YESNO
13
10. Have you evaluated multiple annuity strategies?
YESNO
14
11. Are you aware of the fees you are paying for your investments?
YESNO
15
12. Have you explored ROTH conversion strategies?
YESNO
16
13. Is your estate plan up to date?
YESNO
Should be Empty:

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