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1. Are you planning for you and your spouse, or just yourself? *

You Myself and spouse

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2. Please provide your current age, and the age of your spouse, if applicable. *

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3. At what age would you like to retire? (If married, please provide ages for both) *

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4. How much do you have in total savings/investments (approximate $ figure) *

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5. What percentage of your savings are in pre-tax traditional IRAs/401(k)s? *

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6. What percentage of your savings are in tax-free Roth accounts? *

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7. What is your current annual household income (before taxes)? *

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8. Please approximate your annual non-portfolio related income in retirement (Social Security, pensions, annuities, net rental income) *

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9. Please provide your best guess for monthly spending in retirement *

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10. Is there anything specific that you were hoping to learn from this quiz? Or is there anything about retirement that is particularly concerning to you? *

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11. What is your email address? We only ask for this so we can send you the free personalized video. We promise not to bombard your inbox with marketing emails. *

Please enter a valid email address.

12. We offer financial planning and wealth management services. We are looking for long-term relationships; however, no is obligated to work with us as a result of receiving this free personalized video. There is no obligation should you submit the questionnaire and not desire to work with us long-term. *

Yes, I am interested in a long-term relationship. No, I am not interested in any financial planning help. I want to do it myself. I am not sure.

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