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Sharp Financial Services


Test Your Risk IQ

1.

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Do you have most of your savings in a company 401(k), 403(b), or 457 retirement plan?    
2.

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Do you have company stock in your 401(K), 403(B), or 457 retirement plan?
3.

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Is your retirement plan on of the largest assets you own?
4.

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Have you recently left your company or retired, or will be retiring soon?
5.

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After you retire, will you be leaving your account with your former employer?
6.

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Will you be taking a lump-sum distribution from your company plan at any time?
7.

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Will your retirement account savings pass according to the terms of your will?
8.

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Have you named a trust to be the beneficiary of your retirement plan?
9.

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Is your estate the beneficiary of your retirement plan?

10.

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Will you be leaving your retirement assets to your spouse?
11.

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Have you put off instructing your beneficiaries what to do-and what not to do- with your retirement plan when they inherit it?

12.

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Do you want to be able to control the payouts on your retirement account(s) after your death to prevent your beneficiaries from squandering the money?