BankName





















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. Continue... I'll take the test later.

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.


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