Retirement Readiness

Taxes are one of the largest eaters of retirement savings. What year are taxes set to go up?

2026

2021

2030

2033

What was the highest tax bracket ever, in the United States?

89%

54%

94%

67%

It's very important to shelter our retirement money from losses, as much as possible. Diversity is key. Which of the following represents TRUE diversity?

Stocks, Bonds, and Cash

Taxable money, tax-deferred money, and tax Free money

Stock market accounts, annuities, and life insurance

Bonds, realestate, and gold

What is the current United States debt both ON and OFF the books? (Off the books meaning services and repayments promised around the world)

21 Trillion on the books and 200 Trillion off

21 Trillion on the books, and 22 Trillion off

21 Trillion on, and 44 Trillion off

31 Trilion on, and 14 Trillion off

Medicare and Social Security are the two most important goverment programs for retirees. How much of every federal tax dollar goes to fund Medicare and Social Security?

84 cents

37 cents

52 cents

92 cents

When you retire and start taking both Social Security AND income from your IRA / 401k, how much of your SS income can be taxed?

18%

35%

85%

91%

With proper strategic tax-reduction planning, is it possible to have an income stream in retirement that is tax-free?

No! Who are we kidding?

Yes! Yes it is VERY possible

I don't care, I like giving a boatload of money to the IRS, then being forced to live on my Social Security check because I outlived my savings

Retirement Readiness

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