Are you on the Right Road?

Where are you on the road to retirement?

Just how confident are you that you'll have enough money set aside for retirement? Do you feel good about how you're investing the dollars you've already saved? Test drive your retirement plan and find out where you're at with our Retirement Road Test today!

Traffic Light

Red, yellow, or green.

Your score helps identify whether it's time to put on the brakes and take a new direction, or see if your retirement income plan has the green light.

The Retirement Road Test is a friendly, easy way to find out where you are on the road to retirement. Ready, set, go!

  Important Notice About Your PrivacyHow Road Test Works
1  
What is your personal information?
MEMBER SPOUSE

Blue asterisk image indicates required fields

 
2  
When do you plan to retire?
MEMBER SPOUSE
 
3  
How much are you earning and saving?
MEMBER SPOUSE
$ $
% %
 
4  
Where are your current savings?
$  
 
Retirement Savings Investment Allocation
 
5  
What Social Security benefit do you expect?

MEMBER SPOUSE
 
6  
What pension benefit do you expect?

MEMBER SPOUSE
% %
 
7  
Will you continue to work or have other income in retirement?
Annual Income    Number of Years Recipient
$ 
$ 
$ 
 
8  
What are your attitudes about risk?
I have investment experience and understand the concept of risk.
I am patient with my investments and can accept occasional years with negative investment returns.
I consider myself an aggressive investor and seek above average returns.
 
9  
What retirement income are you targeting?



 
10  
How confident are you that you'll achieve your targeted income?


 
 

Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (800) 369-2862. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. The Representative may also be a credit union employee that accepts deposits on behalf of the credit union.

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©CUNA Mutual Group 2014