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Questionnaire: Retirement Planning
Also available in PDF | MS Word
Answer the following questions as completely as possible and provide the completed questionnaire to your elder law or estate planning attorney. After reviewing and assessing your responses, your attorney can tailor the services he or she provides to specifically meet your needs.
| How long have you been saving for retirement? |
| How much have you saved for retirement? |
| How much money would you like to have saved for your retirement? |
| Have you calculated what your post-retirement expenses will be? |
| Will you be receiving a pension? If so, how much will it be? |
| What are your estimated monthly social security benefits? |
| When do you plan to retire? |
| Do you plan to sell your home when you retire? |
| Do you stand to inherit any significant assets within the near future? |
| Do you have current investments in stocks, bonds, and mutual funds? |
| Are your investments mainly in safe, slow-growth investments or riskier, higher-yield investments, or a combination of the two? |
| Have you transferred assets to a trust? |
| Are you the trustee of any trusts? |
| Are you the beneficiary of any trusts? |
| Do you believe that you are knowledgeable about financial planning issues? |
| Do you want to be integrally involved in financial planning decisions, or do you prefer to leave the decisions to an expert of your choosing? |
| Do you have a will? |
| Have you executed an advance health care directive? |
| Have you executed a durable power of attorney for health care? |
| Have you executed a durable power of attorney for finances? |
| Do you have a living will? |
| Do you have long-term care insurance? |
| Do you have life insurance? |
| Have you recently given any significant assets to others as gifts? |
FAQs
- How does an employee file a claim for benefits?
- When are my pension rights vested?
- What are Employee Retirement Income Security Act (ERISA)'s funding requirements?
- Does the law require employers to provide pensions?
- What is the value of a simplified employee pension plan (SEP) from the employee's perspective?
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