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How Much Do You Need to Retire?
Take this
8-question quiz
and find out!
"
*
" indicates required fields
Step
1
of
2
50%
Name
*
First
Last
Email
*
What's your current age?
*
Under 30
30 - 39
40 - 49
50 - 59
60 - 64
65 - 69
Over 70
What's your spouse's age?
*
Under 30
30 - 39
40 - 49
50 - 59
60 - 64
65 - 69
Over 70
I'm not married
How many years from now would you like to retire?
*
Already retired
As soon as possible
Less than 1 year
Within 1-5 years
Within 6-10 years
More than 10 years from now
Approximately how much do you save every month towards retirement (IRA’s/401(k)s)?
*
Less than $500/month
$500 - $1,000
$1,000 - $2,000
$2,000 - $3,000
$3,000 - $4,000
$4,000 - $5,000
More than $5,000/month
Estimate the current value of all your cash and investment accounts - including retirement accounts
*
Less than $100,000
$100,000 - $125,0000
$250,000 - $500,000
$500,000 - $750,000
$750,000 - $1 million
$1 million - $2 million
More than $2 million
Are you expecting to receive income from a pension source in retirement? If so, how much per month?
*
Not expecting
Less than $1,000/month
$1,000 - $2,000
$2,000 - $3,000
$3,000 - $4,000
$4,000 - $5,000
$5,000 - $6,000
More than $6,000/month
What amount of monthly income do you expect to receive from Social Security?
*
Not expecting
Less than $1,000/month
$1,000 - $2,000
$2,000 - $3,000
$3,000 - $4,000
$4,000 - $5,000
$5,000 - $6,000
More than $6,000/month
How much income do you think you will need per month (after tax) to be able to “enjoy life” in retirement?
*
$5,000/month or less
$5,000 - $6,000
$6,000 - $7,000
$7,000 - $8,000
$8,000 - $9,000
$9,000 - $10,000
$10,000 - $15,000
$15,000 - $20,000
More than $20,000/month
