New Light Financial

How Ready Is Your Retirement Income Plan?

10 questions, 2 minutes. Get your Retirement Income Gap Score and see which of the five retirement decisions — income, Social Security, taxes, healthcare, legacy — needs your attention first. Free, educational, and no obligation.

This field is for validation purposes and should be left unchanged.
How far are you from retirement?(Required)
Do you know your expected monthly spending in retirement?(Required)
How much of that spending is covered by guaranteed sources (Social Security, pension)?(Required)
Have you decided when to claim Social Security?(Required)
Roughly what share of your savings is exposed to market swings?(Required)
If the market dropped 30% the year you retire, would your income change?(Required)
Do you have a plan for RMDs and the taxes on your withdrawals?(Required)
Have you planned for healthcare and possible long-term care costs?(Required)
When did a professional last review your full retirement picture?(Required)
Which worries you most?(Required)
This field is hidden when viewing the form

Your score measures how many common retirement-income decisions you’ve addressed — it is educational, not financial advice or a recommendation of any product. Presented by Ray Stein, licensed insurance producer, New Light Services LLC; insurance products may be discussed in follow-up materials. An agent may contact you.