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 Score:
21 to 25
2		 26 to 35
2		 36 to 45
3		 46 to 64
4		 64+
5

Your Annual Gross Income Score:
Under
$10,000
1		 $10,000 -
$20,000
2		 $20,001 -
$30,000
3		 $30,001 -
$40,000
4		 Over
$40,000
5

Amount You Can Afford To Save Each Week Score:
$5
1		 $10
2		 $20
3		 $30
4		 Over $30
5

Amount You Currently Have In Savings Score:
Under
$500
1		 $500 to
$1,000
2		 $1,001 to
$3,000
3		 $3,001 to
$5,000
4		 Over
$5,000
5

The Difference Between Your Current Age And Planned Age At Retirement Score:
Over
25 years
1		 21 to
25 years
2		 16 to
20 years
3		 11 to
15 years
4		 10 years
Or Less
5

The Approximate Value Of Any Retirement Plan You Currently Have Score:
Under
$1,000
2		 $1,000 to
$3,000
2		 $3,001 to
$5,000
3		 $5,001 to
$10,000
4		 Over
$10,000
5

Your Projected Weekly Need At Retirement Score:
$200 to
$300
2		 $301 to
$400
2		 $401 to
$500
3		 $501 to
$600
4		 Over
$600
5

To Find Out What Your Score Means, Click HERE

This chart is for your information only. It does not include all of the factors we
consider in evaluating a loan request such as your payment history and your ability
to meet your monthly obligations. We reserve the right of final loan approval.

©1985 The Forms Group, All Rights Reserved