Retriement Preparedness Quiz

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Do You Qualify To Have Real estate done for you?...

Answer a few quick questions to see if you are on track to retire:

What is your primary retirement plan?

Traditional Retirement Strategies Such As 401(k)'s, IRA's, Pension Plans, etc

Social Security

Real Estate

Working Until I Can't Work Any Longer

Do you think your 401(k), IRA, or Pension Plan has you on track to retire comfortably?

Yes! I'm totally on track...

No... I think I might be a little behind schedule

Do you think Social Security will be enough to give you the kind of retirement you are hoping for?

Yes... I don't need much

No... I'd enjoy having a little more than Social Security will provide

Would you like it if you had a way to stop working sooner and still enjoy the retirement income you are hoping for?

Yes... that would really be great

No... I want to work til I can no longer work no matter what

Have You Ever Considered Real Estate As A Vehicle To Assist With Your Retirement?

Of course I have

Not before now

Have You Previously Invested In Real Estate?

Yes I have

No, I have not yet invested in real estate

Which option best describes your current employment?

Unemployed

Self-Employed/Business Owner

Gainfully employed with a W2 income

Multiple sources of income including business income

Independently Wealthy

As a self-employed individual, or a business owner, which of the following statements best describes you?

I literally write off everything I can, and so my tax returns show I make very little

I take advantage of write offs, but my tax returns still show a decent income

I give myself a W2, or one is provided for me

My taxable income, as stated on my tax returns is...

Less than $59,000 annually

Between $60,000 and $100,000 annually

Between $100,000 and $150,000 annually

More than $150,000 annually

What range does your credit score fall into?

Higher than 680

Lower than 680

What type of financial assets do you currently have?

Assets that qualify include: retirement account balances (401k, IRA etc.), home equity, bank account balances, mutual funds, stocks, cash value life insurance, annuities, etc. Assets that do not qualify: collectibles, vehicle equity, debt, etc.

Less than $39,000 in combined assets

Between $40,000 and $79,000 in combined assets

Between $80,000 and $119,000 in combined assets

Between $120,000 and $249,000 in combined assets

More than $250,000 in combined assets

Please tell us your age so we can customize your report?

Younger than 35

Between 35 and 44 years old

Between 45 and 54 years old

Between 55 and 64 years old

65 years old or older

18 - 34

35 - 55

55 - 65

65+

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