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Retire As You Desire Scorecard

Approximately 10 mins

Your Information

When filling in this scorecard, you'll be presented with a set of mindsets to read through. For each one, you'll rate where you currently are, and where you would like to be in the future. Once you've completed the scorecard, an email with your completed scorecard can be sent to you.

In order to begin, the following issues need to be addressed:

  
Let's get started

Mindset 1: Planning

Select a number on each side, one for where you feel you score currently, and where you want to be.

Currently, I am I want to be
1
2
3
You are not sure where to begin when it comes to planning your retirement
1
2
3
4
5
6
You have given it some thought, but you're not sure where to go next.
4
5
6
7
8
9
You have started to put some of the pieces together on your own or with your current advisor.
7
8
9
10
11
12
You have a fully planned retirement income plan already.
10
11
12
 
Next

Mindset 2: Retire As You Desire

Select a number on each side, one for where you feel you score currently, and where you want to be.

Currently, I am I want to be
1
2
3
You question if you will ever be able to retire.
1
2
3
4
5
6
You would love to retire now, but you are unsure if you can.
4
5
6
7
8
9
You are already retired and are not sure if your money will last your lifetime.
7
8
9
10
11
12
You are confident that you can Retire As You Desire and have lifetime income.
10
11
12
 
Next

Mindset 3: Taxes In Retirement

Select a number on each side, one for where you feel you score currently, and where you want to be.

Currently, I am I want to be
1
2
3
Taxes are a mystery to you and have no clue how much you will pay in retirement.
1
2
3
4
5
6
You understand that Social Security and Medicare premiums could be taxed.
4
5
6
7
8
9
You have heard about the importance of Roth IRA conversions in retirement.
7
8
9
10
11
12
You have established a tax-reducing strategy for your retirement.
10
11
12
 
Next

Mindset 4: How Much Is Enough?

Select a number on each side, one for where you feel you score currently, and where you want to be.

Currently, I am I want to be
1
2
3
You're unsure if your savings will last your lifetime.
1
2
3
4
5
6
You have saved well, but do not have a distribution plan for retirement income.
4
5
6
7
8
9
You want to have a second opinion as to how long your money could last in retirement.
7
8
9
10
11
12
You are confident that you will not run out of money.
10
11
12
 
Next

Mindset 5: Leave A Legacy

Select a number on each side, one for where you feel you score currently, and where you want to be.

Currently, I am I want to be
1
2
3
You're not interested in leaving a legacy to family members or charities.
1
2
3
4
5
6
You want to leave money to beneficiaries, you just don't know the most effective way to do so.
4
5
6
7
8
9
You have started the planning process to leave a legacy.
7
8
9
10
11
12
You already have a plan in place to leave a legacy to your family or charities.
10
11
12
 
Next

Mindset 6: Required Minimum Distributions

Select a number on each side, one for where you feel you score currently, and where you want to be.

Currently, I am I want to be
1
2
3
You do not know when and at what age they become necessary to avoid a tax penalty.
1
2
3
4
5
6
You are getting close to needing to take your RMD's.
4
5
6
7
8
9
You are not taking your RMD's yet and are looking for ways to pay less in taxes on your RMD's.
7
8
9
10
11
12
You are taking your RMD's and would like to know how to reduce your tax bill on these distributions.
10
11
12
 
Next

Mindset 7: Long-Term Care

Select a number on each side, one for where you feel you score currently, and where you want to be.

Currently, I am I want to be
1
2
3
You think that Medicare will cover your LTC needs.
1
2
3
4
5
6
You are interested in learning about ways to help protecting your estate with a LTC policy.
4
5
6
7
8
9
You know about the hybrid LTC policies that are available to you.
7
8
9
10
11
12
You have a Long-Term Care policy in force already.
10
11
12
 
Next

Mindset 8: Medicare

Select a number on each side, one for where you feel you score currently, and where you want to be.

Currently, I am I want to be
1
2
3
You are unsure what Medicare will cover in retirement.
1
2
3
4
5
6
You know that you will apply for Medicare
4
5
6
7
8
9
You are getting close to Medicare eligibility and will be getting covered soon.
7
8
9
10
11
12
You are already covered by Medicare and have your supplemental policies in place.
10
11
12