Retirement Readiness Quiz

A few short questions about your retirement accounts, when you plan to retire, and what brings you here. It takes about two minutes. At the end you see a suggested next step: a time to talk with Robby if a conversation looks useful, or the guides that fit where you are now. Nothing is booked unless you choose a time.

Question 1 of 5

Which retirement accounts do you have?

Select every one that applies. Many people have more than one.

Ready to talk? Pick a time with Robby.

Question 2 of 5

When do you plan to retire?

There’s no wrong answer. It only changes what’s most useful to discuss.

Ready to talk? Pick a time with Robby.

Question 3 of 5

Roughly what have your supplemental accounts grown to?

Your 403(b), 457(b), 401(k) and IRA balances added up, and a ballpark is fine. Not including your pension.

Ready to talk? Pick a time with Robby.

Question 4 of 5

What brings you here now?

Ready to talk? Pick a time with Robby.

Question 5 of 5

Would you like an overall review of your retirement accounts?

Last one.

Ready to talk? Pick a time with Robby.

Your Situation May Benefit From a Personal Review

Based on what you’ve shared, a conversation may be more helpful than continuing to research on your own.

Robby reviews your accounts personally
Pick a time that works, and bring a recent statement if you have one
No cost, and no obligation to change anything afterward

Schedule Your Review Or call 818-797-9544

Here’s where to start.

Good instinct to be looking into this now. The questions that come up most at this stage are already written down and waiting for you, so you can take your time with them.

How a 403(b), a 457(b) and a 401(k) actually differ
Where a CalSTRS or CalPERS pension stops and your own savings start
What to ask about any retirement plan you’re offered

Explore your resources

Everything here is yours to keep. When the time feels right to talk it through, you’ll know exactly where to find us.