One Minute IRA Test

Thinking About A More Secure Retirement?

Take our One-Minute IRA Test

Select the answer that best describes your situation in each question below. When you’re finished, click Add Up My Points.
 
 

Your age

Your Annual Gross Income

Amount You Can Afford To Save Each Week

Amount You Currently Have In Savings

The Difference Between Your Current Age And Planned Age At Retirement

The Approximate Value Of Any Retirement Plan You Currently Have

Your Projected Weekly Need At Retirement

To Find Out What Your Score Means, CLICK HERE


Test results are for your information only. Be sure to consult a customer service representative before opening an Individual Retirement Account. ©2014 The Forms Group, All Rights Reserved.

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Routing Number

Our Routing Number is 064201120.  Use this number when signing up for Direct Deposits or Automatic Deductions.

EDIE The Estimator

With 100% FDIC-Insured deposits, you can’t lose a cent!
EDIE the Estimator