Do you have a strategy to minimize taxes in retirement? You’ll be rated on how well you’ve planned for Social Security, RMDs, and tax-efficient income withdrawals.
How it works
In just 5 minutes, you'll answer a short series of questions that reveal how prepared you are for retirement
Once complete, you'll receive your personalized Retirement Readiness Score showing how confident you can feel about your next chapter.
Your results will include a brief overview of your strengths, areas of improvement, and clear next steps to help you move toward a more coordinated and confident retirement plan.
You’ll be scored based on the following key areas:
Cash Flow Management
How prepared are you to replace your paycheck with predictable income in retirement? You'll be scored on your ability to manage expenses, plan withdrawals, and maintain lifestyle stability.
Tax Planning
Investing Positioning
Are your investments aligned with your goals and risk tolerance? This score reflects how effectively your portfolio balances growth, protection, and income generation.
Estate Preservation
Are your legacy and protection plan up to date? This measures how well your estate documents, beneficiaries, and overall plan safeguard what matters most to you.