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What stage of retirement planning are you currently in? *

I’m currently retired

I’m planning to retire within the next 5 years

I’m more than 5 years away from retirement

Approximately how much do you have saved in retirement assets (401(k), IRA, Roth IRA, CDs, etc.)? *

Less than $100,000

$100,000 – $299,999

$300,000 – $699,999

$700,000 – $1.5 million

Over $1.5 million

What is your biggest concern heading into retirement? *

Running out of money

Paying too much in taxes

Paying for long-term care

Losing money in the market

Passing money to family without probate or taxes

I don’t have a clear plan

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