Are You
Retirement Ready?

A 60-second check-up to see how prepared you really are — and spot the hidden gaps most people never see coming.

⏱️ About 1 minute 📱 One tap per question 🎯 Get your score

No right or wrong answers — just an honest snapshot of where you stand today.

First — what does your dream retirement look like?

There's no wrong answer. Just pick the one that feels most like you.

💡 Did You Know?

Adding up your answers…

Building your personalized readiness score

Your score's locked in. 🔒

Two quick questions and it's all yours — these help make your results actually about you.

When it comes to retirement, what keeps you up at night?
Finish this sentence: “When it comes to my money, the one thing I really care about is…”
Almost there

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Where should we send your full breakdown and personalized action steps? Enter your details to unlock your results.

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0 / 100
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⚠️ Your Tax Readiness: 0/33
Taxes are the #1 retirement blind spot. This cluster is where almost everyone loses the most points — because a traditional 401(k) or IRA is a tax bill waiting to happen.

Your Readiness Breakdown

The 4 answers almost no one has

Your quiz showed you where the gaps are. Your free 15-minute review gives you the numbers — the four answers most people have never been given:

  1. The rate of return you'd need to retire at your current lifestyle — and have your money last.
  2. How much you'd need to set aside each month to actually get there.
  3. How many more years you'd have to work, doing exactly what you're doing now.
  4. How much you'd have to cut back in retirement if nothing changes.

In 15 minutes you'll know your real numbers — not guesses.

Want a steadier foundation? A plan can be built to add downside protection — income designed to hold up even when markets fall. Policy charges and cost of insurance still apply and can reduce your cash value even in years with no index growth.

Your results are educational and based only on the answers you provided — they are not a financial, tax, or insurance recommendation and do not guarantee any outcome, eligibility, or result. Any strategies discussed are general concepts; suitability depends on your individual situation and would be reviewed with a licensed professional. Insurance products involve costs and charges, including cost of insurance, that reduce cash value. Guarantees are subject to the claims-paying ability of the issuing insurance company. Tax treatment depends on how a policy is structured and maintained over time; consult your own tax advisor. Tristan Morris is a licensed insurance professional. This is an advertisement for insurance.

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This quiz is for educational purposes only and is not financial, tax, legal, or insurance advice, and is not a recommendation to buy any product. Your answers are used only to personalize a free, no-obligation Retirement Readiness Review. Tristan Morris / Tax Force.

This quiz is for educational purposes only and is not financial, tax, legal, or insurance advice, and is not a recommendation to buy any product. Your answers are used only to personalize a free, no-obligation Retirement Readiness Review. Tristan Morris / Tax Force.