Ready for Retirement?

March 5, 2010 05:39 AM

Download this tool as a PDF.

Questions for you and your family... (fill in your answers after each question)

Do you plan to retire?


If so, when and under what conditions?


Have you considered alternative ventures in your vocational life?

If yes, explain..,


How much income do you need in retirement?


Do you have a deficit or an excess?


Can you build an accumulation plan?


How much can you contribute regularly?


What rate of return should you assume?


How much time will you allow to reach your goal?


Do you need to adjust one or more of your assuptions in order to realize your goal? (time, contribution amount, rate of return, projected living expenses, etc.)


Should you consider a retirement plan that includes employees and other benefits?


What one lifetime goal is not open to compromise?




IRS Circular 230 Disclosure: To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. tax advice contained in this communication (including attachments) was not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing, or recommending to another party any transaction or matter addressed herein.
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