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Thinking About A More
Secure Retirement?

Take our One-Minute IRA Test

Select the answer that best describes your situation in each question below.
When you're finished, click Add Up My Points.

Your age Score:
21 to 25
2
26 to 35
2
36 to 45
3
46 to 64
4
64+
5
Your Annual Gross Income Score:
Under
$10,000
1
$10,000 -
$20,000
2
$20,001 -
$30,000
3
$30,001 -
$40,000
4
Over
$40,000
5
Amount You Can Afford To Save Each Week Score:
$5
1
$10
2
$20
3
$30
4
Over $30
5
Amount You Currently Have In Savings Score:
Under
$500
1
$500 to
$1,000
2
$1,001 to
$3,000
3
$3,001 to
$5,000
4
Over
$5,000
5
The Difference Between Your Current Age And Planned Age At Retirement Score:
Over
25 years
1
21 to
25 years
2
16 to
20 years
3
11 to
15 years
4
10 years
Or Less
5
The Approximate Value Of Any Retirement Plan You Currently Have Score:
Under
$1,000
2
$1,000 to
$3,000
2
$3,001 to
$5,000
3
$5,001 to
$10,000
4
Over
$10,000
5
Your Projected Weekly Need At Retirement Score:
$200 to
$300
2
$301 to
$400
2
$401 to
$500
3
$501 to
$600
4
Over
$600
5

To Find Out What Your Score Means, Click HERE

This chart is for your information only. Be sure to contact a customer service representative before opening an Individual Retirement Account.