Retirement Preferences Self-Assessment

Your preferences are an important component when discussing your old 401(k) or Qualified Retirement Plan distribution options. This questionnaire is designed to help you identify some of the important factors you should be considering when reviewing all of your options.

Level of Service or Guidance You Prefer:

Retirement Plan Preferences:

Potential Threats and Opportunities:

Considerations for Seeking a Financial Professional:

If you cannot confidently answer “YES” to all three questions above, it may be an indicator you need professional support. Please consult with a financial professional about your options before making any decisions.