Your score is calculated from your answers and reflects real planning gaps for this life event.

Approaching Retirement Readiness Assessment

5 questions · 2 minutes · Personalized score with specific gaps identified

1 of 520% complete

Question 1 of 5

Have you modeled Social Security claiming scenarios for your household?

Yes — with an advisor, with spousal coordination

Yes — on my own or using online tools

No — I know I should

No — I'm not sure when I'll retire