Retirement $tress Test - The Three Little Pigs Test
10 Questions
| Total Attempts: 152
Check the following statements that apply to you to determine how your financial foundation would survive the Big Bad Wolf.
Questions and Answers
- 1.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.
- A.
YES
- B.
NO
- 2.I know that I am paying the least amount of tax legally possible.
- A.
YES
- B.
NO
- 3.I feel that every year all available techniques to benefit my situation are fully explained.
- A.
YES
- B.
NO
- 4.I spend as much as I want without worry of running out of money.
- A.
YES
- B.
NO
- 5.I have clear, written goals and plans to achieve them.
- A.
YES
- B.
NO
- 6.I have reviewed all the hybrid investment techniques developed in the last 5 years.
- A.
YES
- B.
NO
- 7.I know how much, within $100, I pay in tax as a result of my investments.
- A.
YES
- B.
NO
- 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.
- A.
YES
- B.
NO
- 9.I have reviewed all long-term care options (LTC Insurance, Asset Backed Protection, Kennedy-Kassenbaum Plan) and am comfortable with my selection.
- A.
YES
- B.
NO
- 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.
- A.
YES
- B.
NO
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