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San Ramon, CA 94583

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Does your retirement plan stack up?

Let’s find out.

Question 1 of 6

Retirement Quiz

How old are you?

This number determines how much time you have to prepare for retirement.

What is your current or most recent annual income?

Use your gross annual income before taxes and other deductions. This number helps gauge your ability to save.


What are your total retirement savings so far?

This number should include 401(k)s, IRAs, etc., plus any employer contributions to help determine your retirement readiness as of today.


How much do you save each month for retirement?

This number helps determine whether you’re on track to have enough money saved by retirement age. Be sure to include contributions going to your workplace savings account [e.g., 401(k), 403(b)] or IRA or another savings account. Don’t forget to include your employer’s contributions. Use your best guess if you don’t know the exact amount.


How will your expenses change when you retire?

How would you describe your investment style?

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