Retirement Contribution Gap Questionnaire
Assess your readiness for retirement and identify any gaps in your contribution strategy.
Full Name
*
First Name
Last Name
Email Address
*
example@example.com
Current Age
*
At what age do you plan to retire?
*
What is your current annual income (before taxes)?
*
How much have you currently saved for retirement (total retirement accounts)?
*
How much do you contribute to retirement savings annually? (Include both personal and employer contributions)
*
What is your desired annual income during retirement (in today’s dollars)?
*
How confident are you that your current contributions will meet your retirement goals?
*
Not confident at all
1
2
3
4
Very confident
5
1 is Not confident at all, 5 is Very confident
Please indicate your level of agreement with the following statements:
*
Rows
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
I regularly review my retirement savings progress.
1
2
3
4
5
I understand how much I need to save for retirement.
6
7
8
9
10
I am aware of all the retirement savings options available to me.
11
12
13
14
15
I am comfortable with the investment risk in my retirement portfolio.
16
17
18
19
20
What is your preferred retirement lifestyle?
*
Modest (basic living expenses covered)
Comfortable (some discretionary spending)
Luxurious (travel, hobbies, high discretionary spending)
Other
Do you expect to receive additional retirement income (e.g., Social Security, pension, rental income)?
*
Yes
No
Not Sure
Please provide any additional comments or concerns about your retirement planning.
Submit Assessment
Should be Empty: