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Retirement Blind Spot Assessment

Answer a few questions about your pension, taxes, Social Security, Medicare and employer benefits. It takes about 3 minutes. At the end you can save your results so an advisor can go over them with you.

Income

When do you plan to retire?

Within a yearIn 1 to 3 yearsIn 3 to 5 yearsMore than 5 years awayI'm already retired

Income

Does your employer offer a pension?

YesNoI'm not sure

Income

Have you decided between a lump sum and monthly pension payments?

Yes, I've decidedNot yetI didn't know there was a choice

Income

Do you know how interest rates can change the size of a lump sum?

YesSomewhatNo

Taxes

Do you hold your company's stock inside your 401(k)?

YesNoI'm not sure

Taxes

Have you looked at how that company stock could be taxed when you leave?

YesNo

Taxes

Do you have a plan for which accounts to draw from first in retirement?

Yes, a written planA rough ideaNo

Social Security

When do you expect to start Social Security?

Before full retirement ageAt full retirement ageAt 70I'm not sure

Social Security

Have you compared your benefit at different starting ages?

YesNo

Medicare and healthcare

Will you retire before 65?

YesNoI'm not sure

Medicare and healthcare

How will you cover health insurance until Medicare starts at 65?

An employer retiree planA spouse's planA marketplace planI don't know yet

Medicare and healthcare

Do you know that higher income in retirement can raise Medicare premiums (IRMAA)?

YesI've heard of itNo

Employer benefits

Have you reviewed the benefits that change or end when you retire (life insurance, deferred compensation, stock awards)?

YesPartlyNo

Save your results

Add your first name and email to save your results. If you book a call, your advisor will have them ready.

First nameEmail

Your answers and results are saved with your name and email so The Retirement Group can follow up with you.

This assessment is for educational purposes only and is not investment, tax or legal advice. Results are based only on your answers. The Retirement Group is not affiliated with your employer.

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Advisory services offered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group®. Trust services offered through Wealth Enhancement Trust Services, LLC, a trust company chartered under South Dakota law.

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