Other Assets Do you own/use any of the following investment tools? More or less about how much are your CD worth? — 10,000 - 50,000 50,000 - 100,000 100,000 - 150,000 150,000 - 200,000 Over 200,000
About how much your Annuities are worth? — Less than 100,000 100,000 - 200,000 200,000 - 300,000 300,000 - 400,000 400,000 - 500,000 500,000 - 600,000 600,000 - 700,000 700,000 - 800,000 800,000 - 900,000 900,000 - 1,000,000 1,000,000 - 1,100,000 1,100,000 - 1,200,000 1,200,000 - 1,300,000 1,300,000 - 1,400,000 1,400,000 - 1,500,000 1,500,000 - 1,600,000 1,600,000 - 1,700,000 1,700,000 - 1,800,000 1,800,000 - 1,900,000 Over 2,000,000
How much do you think the Retirement Plans that you are no longer funding are worth? — Less than 50,000 50,000 - 100,000 100,000 - 200,000 200,000 - 300,000 300,000 - 400,000 400,000 - 500,000 500,000 - 600,000 600,000 - 700,000 700,000 - 800,000 800,000 - 900,000 900,000 - 1,000,000 Over 1,000,000
About how much are your IRAs worth? — Less than 50,000 50,000 - 100,000 100,000 - 200,000 200,000 - 300,000 300,000 - 400,000 400,000 - 500,000 500,000 - 600,000 600,000 - 700,000 700,000 - 800,000 800,000 - 900,000 900,000 - 1,000,000 Over 1,000,000
What do you think your 403B is worth? — Less than 50,000 50,000 - 100,000 100,000 - 200,000 200,000 - 300,000 300,000 - 400,000 400,000 - 500,000 500,000 - 600,000 600,000 - 700,000 700,000 - 800,000 800,000 - 900,000 900,000 - 1,000,000 Over 1,000,000
About how much is your Stock Portfolio worth? — Less than 50,000 50,000 - 100,000 100,000 - 200,000 200,000 - 300,000 300,000 - 400,000 400,000 - 500,000 500,000 - 600,000 600,000 - 700,000 700,000 - 800,000 800,000 - 900,000 900,000 - 1,000,000 Over 1,000,000
More or less how much is your current 401k worth? — Less than 50,000 50,000 - 100,000 100,000 - 200,000 200,000 - 300,000 300,000 - 400,000 400,000 - 500,000 500,000 - 600,000 600,000 - 700,000 700,000 - 800,000 800,000 - 900,000 900,000 - 1,000,000 Over 1,000,000
Estimate your 401k match from work.* — No Match 1-2% 3-5% Over 6%
Does your spouse have a 401k from work? — Yes No
More or less how much is your spouse's current 401k worth? — Less than 50,000 50,000 - 100,000 100,000 - 200,000 200,000 - 300,000 300,000 - 400,000 400,000 - 500,000 500,000 - 600,000 600,000 - 700,000 700,000 - 800,000 800,000 - 900,000 900,000 - 1,000,000 Over 1,000,000
Estimate your spouse's 401k match from work.* — No Match 1-2% 3-5% Over 6%
More or less how much is your current Roth worth? — Less than 50,000 50,000 - 100,000 100,000 - 200,000 200,000 - 300,000 300,000 - 400,000 400,000 - 500,000 500,000 - 600,000 600,000 - 700,000 700,000 - 800,000 800,000 - 900,000 900,000 - 1,000,000 Over 1,000,000
More or less how much are your Real Estate Properties worth? — Less than 50,000 50,000 - 100,000 100,000 - 200,000 200,000 - 300,000 300,000 - 400,000 400,000 - 500,000 500,000 - 600,000 600,000 - 700,000 700,000 - 800,000 800,000 - 900,000 900,000 - 1,000,000 Over 1,000,000
What other asset do you have and how much do you think it's worth?
Do you think you'll receive any type of inheritance from a family member? If so, how much?* — no 50,000 - 100,000 100,000 - 200,000 200,000 - 300,000 300,000 - 400,000 400,000 - 500,000 Over 500,000 not sure