IncomeMatch®

Helping you build a confident retirement

This IncomeMatch® fact finder is a starting point to help you develop a tailored retirement income approach that's right for your risk tolerance level.

Whether you prefer a set monthly income or you're comfortable taking some risk with your assets in turn for potential growth, your personalized results can help give you a better understanding of how to reach the fearless retirement you deserve.

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Question 1 of 10

  1. I would prefer that my retirement assets provide guaranteed income for my lifetime, even though I would be giving up access to those assets.









Question 2 of 10

  1. I prefer that my retirement income is stable and doesn't fluctuate with the ups and downs of the market – even though I could miss out on opportunities for my income to potentially go up with stronger markets.









Question 3 of 10

  1. I would prefer to spend more and enjoy life early in retirement, and I'm less concerned about how long my retirement money lasts.









Question 4 of 10

  1. I prefer flexibility to access my retirement assets, even though I may risk running out of money later in my retirement.









Question 5 of 10

  1. I prefer that my retirement income be steady, in part so that I can be generous the way I want and be able to give to my church or other charities.









Question 6 of 10

  1. To what extent are you afraid of running out of money in retirement?









Question 7 of 10

  1. A. I prefer to convert some of my assets into sources of guaranteed lifetime income and no longer have control over those assets.

    B. I prefer to keep control of my assets and take withdrawals that are not guaranteed to last for my lifetime.









Question 8 of 10

  1. A. I prefer to create enough income from guaranteed lifetime sources to cover ONLY my essential living expenses, and keep control of more of my remaining assets.

    B. I prefer to create enough income from guaranteed lifetime sources to cover ALL of my expenses, and give up control of more of my remaining assets.









Question 9 of 10

  1. Which of the following would you prefer, in terms of an income stream in retirement? (Assume that the initial investment is the same for both.)

    IncomeMatch graph
    Hypothetical example for illustrative purposes only.






Question 10 of 10

  1. How do you think your spending in retirement would change if you encountered an unexpected medical expense of $25,000 (not covered by insurance) in a single year?