Retirement $tress Test - The Three Little Pigs Test

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| By Mhastygrant

Mhastygrant

Community Contributor

Quizzes Created: 1 | Total Attempts: 172

| Attempts: 172

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1/10 Questions

I understand how the taxation system and the brokerage and banking industries pertain to me and how I can use these systems to my full advantage.
- YES
- NO

About This Quiz

Check the following statements that apply to you to determine how your financial foundation would survive the Big Bad Wolf.

Questions and Answers

2.

I know that I am paying the least amount of tax legally possible.
- YES
- NO
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3.

I feel that every year all available techniques to benefit my situation are fully explained.
- YES
- NO
Rate this question:
4.

I spend as much as I want without worry of running out of money.
- YES
- NO
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5.

I have clear, written goals and plans to achieve them.
- YES
- NO
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6.

I have reviewed all the hybrid investment techniques developed in the last 5 years.
- YES
- NO
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7.

I know how much, within $100, I pay in tax as a result of my investments.
- YES
- NO
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8.

I understand how the tax law changes of July 2001 (EGTRRA) affect my family. I have utilized it to pass on a significantly higher percentage of my assets to my heirs.
- YES
- NO
Rate this question:
9.

I have reviewed all long-term care options (LTC Insurance, Asset Backed Protection, Kennedy-Kassenbaum Plan) and am comfortable with my selection.
- YES
- NO
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10.

I’m in control of my financial fate, NOT the other way around. I control my finances; my finances do not control or limit me.
- YES
- NO
Rate this question:

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Current Version
Mar 20, 2022

Quiz Edited by
ProProfs Editorial Team
Jun 16, 2010

Quiz Created by
Mhastygrant

Retirement $tress Test - The Three Little Pigs Test

I understand how the taxation system and the brokerage and banking industries pertain to me and how I can use these systems to my full advantage.

I know that I am paying the least amount of tax legally possible.

I feel that every year all available techniques to benefit my situation are fully explained.

I spend as much as I want without worry of running out of money.

I have clear, written goals and plans to achieve them.

I have reviewed all the hybrid investment techniques developed in the last 5 years.

I know how much, within $100, I pay in tax as a result of my investments.

I understand how the tax law changes of July 2001 (EGTRRA) affect my family. I have utilized it to pass on a significantly higher percentage of my assets to my heirs.

I have reviewed all long-term care options (LTC Insurance, Asset Backed Protection, Kennedy-Kassenbaum Plan) and am comfortable with my selection.

I’m in control of my financial fate, NOT the other way around. I control my finances; my finances do not control or limit me.