AFES Money Quiz

My Money Quiz

Planning for retirement can lead to lots of questions — you've come to the right place for answers. Let us know the things that you're wondering about, and we'll send you some instantaneous recommendations. Ready? Let's go!

Even though I've saved for retirement, I'm worried about running out of money.*

Yeah, this is something I wonder about.
No, this isn't a top priority for me at the moment.

I really want liquidity of my money, but I need a better rate of return.*

Yeah, this is something I wonder about.
No, this isn't a top priority for me at the moment.

I make too much money to contribute to a Roth IRA — but I love the tax benefits. Do I have any other options?*

Yeah, this is something I wonder about.
No, this isn't a top priority for me at the moment.

Long-term care costs are on my mind. What happens if I get sick?*

Yeah, this is something I wonder about.
No, this isn't a top priority for me at the moment.

I want to pay less in taxes.*

Yeah, this is something I wonder about.
No, this isn't a top priority for me at the moment.

I've saved well for retirement — but how do I turn this into income to last my entire lifetime?*

Yeah, this is something I wonder about.
No, this isn't a top priority for me at the moment.

How much can I expect from Social Security? When should I start my benefits?*

Yeah, this is something I wonder about.
No, this isn't a top priority for me at the moment.

I love the returns I'm getting in the stock market these days. How can I avoid the downswings in the market?*

Yeah, this is something I wonder about.
No, this isn't a top priority for me at the moment.

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