Retirement $tress Test - The Three Little Pigs Test

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| By Mhastygrant
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Mhastygrant
Community Contributor
Quizzes Created: 1 | Total Attempts: 172
| Attempts: 172
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  • 1/10 Questions

    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.

    • YES
    • NO
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About This Quiz


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

Retirement Planning Quizzes & Trivia

Quiz Preview

  • 2. 

    I know that I am paying the least amount of tax legally possible.

    • YES

    • NO

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  • 3. 

    I feel that every year all available techniques to benefit my situation are fully explained.

    • YES

    • NO

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  • 4. 

    I spend as much as I want without worry of running out of money.

    • YES

    • NO

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  • 5. 

    I have clear, written goals and plans to achieve them.

    • YES

    • NO

    Rate this question:

  • 6. 

    I have reviewed all the hybrid investment techniques developed in the last 5 years.

    • YES

    • NO

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  • 7. 

    I know how much, within $100, I pay in tax as a result of my investments.

    • YES

    • NO

    Rate this question:

  • 8. 

    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.

    • YES

    • NO

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  • 9. 

    I have reviewed all long-term care options (LTC Insurance, Asset Backed Protection, Kennedy-Kassenbaum Plan) and am comfortable with my selection.

    • YES

    • NO

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  • 10. 

    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.

    • YES

    • NO

    Rate this question:

Quiz Review Timeline (Updated): Mar 20, 2022 +

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  • Current Version
  • Mar 20, 2022
    Quiz Edited by
    ProProfs Editorial Team
  • Jun 16, 2010
    Quiz Created by
    Mhastygrant
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