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 retirement lifestyle you deserve.
Your IncomeMatch® Results
Congratulations! By completing the assessment, you've just taken a step closer in discovering a retirement income approach that's right for you and your comfort level.
Your assessment aligns with one of three retirement income profiles: Explorer, Optimizer or Protector.
If you have any questions about your results or if you'd like to discuss your retirement income or other income profile options in more detail simply send your results to connect with a Thrivent Financial professional.
Based on your quiz score, you are …
You prefer accessible and flexible income while having some guaranteed income sources to cover your most essential expenses. You want greater flexibility rather than locking up assets to create more guaranteed income.
You desire a balanced mix of guaranteed income sources and market exposure for long-term growth. You know taking some risk helps address inflation concerns. If the market does well, your assets may produce more income; if it performs poorly, you have sources of guaranteed income to fall back on.
You want to cover more of your retirement income needs, regardless of how the market performs. You lean toward guaranteed income sources – like Social Security, pension plans and income annuities – that will last a lifetime. You desire stable income, yet realize some market exposure may help address inflation concerns.
The asset mix for each outlines the basic allocations between the Growth, Guaranteed1 and Near-Term buckets that can be used to address your unique wants and needs.
Your income and market risk preferences – along with your liquidity needs, inflation concerns, desired income, retirement assets and tax situation – will all have an impact on the solutions most suitable for you.
Discuss Your Results
Your retirement income profile is a great starting point for talking to a financial professional. Use the form below to have a Thrivent Financial professional reach out to you about your results.