Test Your Risk IQ
| 1. | Do you have most of your savings in a company 401(k), 403(b), or 457 retirement plan? | |
| 2. | Do you have company stock in your 401(K), 403(B), or 457 retirement plan? | |
| 3. | Is your retirement plan on of the largest assets you own? | |
| 4. | Have you recently left your company or retired, or will be retiring soon? | |
| 5. | After you retire, will you be leaving your account with your former employer? | |
| 6. | Will you be taking a lump-sum distribution from your company plan at any time? | |
| 7. | Will your retirement account savings pass according to the terms of your will? | |
| 8. | Have you named a trust to be the beneficiary of your retirement plan? | |
| 9. | Is your estate the beneficiary of your retirement plan? | |
10 . |
Will you be leaving your retirement assets to your spouse? | |
| 11. | Have you put off instructing your beneficiaries what to do-and what not to do- with your retirement plan when they inherit it? | |
12. |
Do you want to be able to control the payouts on your retirement account(s) after your death to prevent your beneficiaries from squandering the money? |
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