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Take our One-Minute IRA Test
Thinking About A More Secure Retirement?
Select the answer that best describes your situation in each question below.
When you're finished, click Add Up My Points.
Continue... I'll take the test later.
Your age
Score:
21 to 25
2
26 to 35
2
36 to 45
3
46 to 64
4
64+
5
Your Annual Gross Income
Score:
Under
$10,000
1
$10,000 -
$20,000
2
$20,001 -
$30,000
3
$30,001 -
$40,000
4
Over
$40,000
5
Amount You Can Afford To Save Each Week
Score:
$5
1
$10
2
$20
3
$30
4
Over $30
5
Amount You Currently Have In Savings
Score:
Under
$500
1
$500 to
$1,000
2
$1,001 to
$3,000
3
$3,001 to
$5,000
4
Over
$5,000
5
The Difference Between Your Current Age And Planned Age At Retirement
Score:
Over
25 years
1
21 to
25 years
2
16 to
20 years
3
11 to
15 years
4
10 years
Or Less
5
The Approximate Value Of Any Retirement Plan You Currently Have
Score:
Under
$1,000
2
$1,000 to
$3,000
2
$3,001 to
$5,000
3
$5,001 to
$10,000
4
Over
$10,000
5
Your Projected Weekly Need At Retirement
Score:
$200 to
$300
2
$301 to
$400
2
$401 to
$500
3
$501 to
$600
4
Over
$600
5
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To Find Out What Your Score Means,
CLICK HERE
This chart is for your information only. Be sure to consult a customer service representative before opening a certificate of deposit or money market account.