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Retirement Check-In® questionnaire

How comfortable are you...
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comfortable
  • 1. That you will be able to retire when you want to?

    Having sufficient assets is a pivotal factor in choosing your retirement age.

  • 2. That you know how much income you will need to retire?

    Deciding how much income you will need during retirement is unique to each individual. Some could need less than their current income and some could need more.

  • 3. That you will be able to generate income in retirement?

    Retirement income will likely come from a number of sources including Social Security; retirement accounts like IRAs, 401(k)s and pensions; other financial investments; and possible part-time work.

  • 4. That you know where you should be saving your retirement dollars and how much you should be putting away right now?

    Maximizing contributions to employer plans and IRAs, as well as having a diversified portfolio, can help you save for your future.

  • 5. That you will have the means to realize your retirement dreams?

    Planning for your retirement is the first step in helping you feel on track, in control, and optimistic about your future.

Financial planning services and investments offered through Ameriprise Financial Services, Inc., Member FINRA and SIPC.