What is your age? *

Under 55 Years Old

55-65 Years Old

65+ Years Old

When do you plan to retire? *

I’m already retired

In 1–5 years

In 6–10 years

In 10 Years+

What is the total value of your investable assets (e.g., savings, investments, retirement accounts)? *

Under $250k

$250k-$499k

$500k-$999K

$1M+

How many income sources do you expect in retirement (e.g., Social Security, Pension, Investments)? *

None/I'm Not Sure

1 Source

2 sources

3 or more sources

Do you have any highly appreciated assets such as stocks and/or real estate that you would hesitate to sell because of the capital gains tax? *

Yes

No

Would you be interested in learning unique “IRA Usage” strategies for maximizing income for you and your spouse, and maximizing tax-free transfer to your heirs? *

Yes

No

Do you have a trust and/or will in place? *

Yes, a living trust updated within the last 5 years

Yes, only a will updated within the last 5 years

I have one of these, but it’s over 5 years old

No, I don’t have a will or trust