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The Retirement Red Flags Checklist

10 warning signs that your retirement plan may have structural gaps

Answer each statement True or False based on your current situation. Be honest -- this is for your benefit, not a test you need to pass. Your results will show how many red flags apply to your situation.
Statement 1 of 10
"I plan to withdraw more than 4% of my retirement savings per year."
Statement 2 of 10
"I have not reviewed or updated my retirement plan in the last 2 years."
Statement 3 of 10
"I do not have a specific plan for healthcare costs before Medicare kicks in (if retiring before 65)."
Statement 4 of 10
"More than 70% of my retirement savings is in a single account type (e.g., all in a traditional IRA or all in a 401k)."
Statement 5 of 10
"I am not sure how my retirement withdrawals will be taxed."
Statement 6 of 10
"I do not have a written plan for when and how to claim Social Security."
Statement 7 of 10
"My retirement income plan depends on average market returns continuing indefinitely."
Statement 8 of 10
"I have not calculated how much monthly income I will actually need in retirement."
Statement 9 of 10
"I do not have a plan for what happens financially if my spouse passes away first."
Statement 10 of 10
"I have not spoken with a financial professional about retirement income (not just investments) in the past 3 years."
Please answer all 10 statements before viewing your results.
0 / 10
Identified Correctly

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