Retirement $tress Test - The Three Little Pigs Test

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| By Mhastygrant
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Mhastygrant
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Quizzes Created: 1 | Total Attempts: 172
| Attempts: 172 | Questions: 10
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1. I know how much, within $100, I pay in tax as a result of my investments.
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About This Quiz
Retirement Planning Quizzes & Trivia


Check the following statements that apply to you to determine how your financial foundation would survive the Big Bad Wolf.

2. I understand how the tax law changes of July 2001 (EGTRRA) affect my family.  I have utilized it to pass on a significantly higher percentage of my assets to my heirs.
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3. I have reviewed all long-term care options (LTC Insurance, Asset Backed Protection, Kennedy-Kassenbaum Plan) and am comfortable with my selection.
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4. I’m in control of my financial fate, NOT the other way around.  I control my finances; my finances do not control or limit me.
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5. I understand how the taxation system and the brokerage and banking industries pertain to me and how I can use these systems to my full advantage.
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6. I know that I am paying the least amount of tax legally possible.
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7. I feel that every year all available techniques to benefit my situation are fully explained.
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8. I spend as much as I want without worry of running out of money.
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9. I have clear, written goals and plans to achieve them.
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10. I have reviewed all the hybrid investment techniques developed in the last 5 years.
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  • Mar 20, 2022
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  • Jun 16, 2010
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    Mhastygrant
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I know how much, within $100, I pay in tax as a result of my...
I understand how the tax law changes of July 2001 (EGTRRA) affect my...
I have reviewed all long-term care options (LTC Insurance, Asset...
I’m in control of my financial fate, NOT the other way around. ...
I understand how the taxation system and the brokerage and banking...
I know that I am paying the least amount of tax legally possible.
I feel that every year all available techniques to benefit my...
I spend as much as I want without worry of running out of money.
I have clear, written goals and plans to achieve them.
I have reviewed all the hybrid investment techniques developed in the...
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