Quiz | Union Financial Services, LLC

Retirement Income Analysis Quiz

This 5-minute quiz can help determine the need for a review of your plan for retirement and if potential future problems may exist.

Step 1 of 4

1. If you lost 20% or more in the stock market, would it affect your ability to spend confidently in retirement?
- Yes
- No
2. Are you concerned about the amount of risk you are currently taking with your retirement assets?
- Yes
- No
3. Do you pay taxes on your current Social Security income?
- Yes
- No
4. Do you rely on Social Security benefits for most of your income?
- Yes
- No
5. Are you concerned about your family’s financial well-being in the future?
- Yes
- No

6. If you died tomorrow, would your spouse lose more than 20% of the current household income?
- Yes
- No
- Unsure
- N/A
7. Do you have a plan in place for a catastrophic/ long-term illness?
- Yes
- No
8. Do you currently own an annuity?
- Yes
- No
9. If so, do you know what type?
- Yes
- No
- N/A
10. Do you own A-, B-, or C-share (or loaded) mutual funds?
- Yes
- No

11. Are you concerned that you will someday outlive the money you have saved for retirement?
- Yes
- No
12. Are your parents still alive and older than 80, or did they live past the age 80?
- Yes
- No
13. Did you retire early, or were you laid off before you were ready to retire?
- Yes
- No
14. Do you have a written income strategy?
- Yes
- No
- Unsure

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Retirement Income Analysis Quiz

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