Retirement Preparedness Plan Mar 19, 2020 Welcome to your Retirement Preparedness Quiz Name Email Phone Occupation Employer Do you have an estimated life expectancy? Please select your answer Yes No Hint Do you stress test your retirement portfolios regularly? Please select your answer Yes No Hint Are you aware of the tax implications within your retirement portfolios? Please select your answer Yes No Hint Is your retirement plan in writing and defined? Please select your answer Yes No Hint Have you strategized on when to claim social security benefits? Please select your answer Yes No Hint Is your cash-flow plan written within your retirement plan? Please select your answer Yes No Hint Do you have an adequate health insurance coverage plan for retirement? Please select your answer Yes No Hint Are your long-term care risks considered within your written retirement plan? Please select your answer Yes No Hint Do you have multi-generational plans or charitable wishes in writing? Please select your answer Yes No Hint Are all estate documents currently in good order? Please select your answer Yes No Hint Time's up
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