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Financial IQ Quiz

Test Your Retirement Knowledge

Put your financial literacy to the test!

Take our quick, multiple-choice Financial IQ Quiz to see how your retirement knowledge measures up and gain insights to help make more informed financial decisions.

Results

Whether you’re a financial novice or already have a strong footing, getting a second opinion can provide both clarity and reassurance about your financial future. Our team of fiduciary financial advisors are here to help you build a well-rounded retirement plan aligned with your long-term goals.

Request a complimentary visit today

Whether you’re a financial novice or already have a strong footing, getting a second opinion can provide both clarity and reassurance about your financial future. Our team of fiduciary financial advisors are here to help you build a well-rounded retirement plan aligned with your long-term goals.

Request a complimentary visit today

QUIZ START

#1. To withdraw retirement savings tax-free, which type of account should you contribute to?

A pension

A traditional 401(k)

A Roth IRA

A traditional IRA

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Next

#2. What is the benefit of estate planning?

You can safeguard your assets from creditors and lawsuits

You can designate a guardian for minor children

You can ensure your medical and financial wishes are carried out

All of the above

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#3. What does ETF stand for?

Electronic-Traded Fund

Exchange-Traded Fund

Electronic-Transferred Fund

Equity-Traded Fund

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#4. The best time to take Social Security is:

As early as you're eligible (age 62)

As late as possible (age 70)

As soon as you stop working

It depends on your personal financial situation

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#5. What is the 10-year IRA rule?

Non-spouse beneficiaries must empty inherited IRAs within 10 years

Roth IRA owners must begin taking distributions 10 years after retirement

401(k) accounts must be rolled into an IRA within 10 years of leaving a job

IRA owners must begin taking distributions 10 years after retirement

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#6. True or false: All financial professionals are fiduciaries.

True

False

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#7. Which of the following statements is true about required minimum distributions (RMDs)?

Once you reach age 70, you are required to take annual RMDs

You cannot take out more than the RMD amount

RMDs are generally taxed as ordinary income

All of the above

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#8. What is the recommended percentage of your salary that you should save during your working years?

6%

9%

10%

15%

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#9. True or false: Medicare typically covers the cost of long-term care.

True

False

Previous

Finish

Information presented here is considered current as of the created date. Over time, some information presented may become stale. We recommend you consult with your Financial Professional before making any changes based on information contained here.

Johnson Brunetti is a marketing name for the businesses of JB Capital and JN Financial.
Investment Advisory Services offered through JB Capital, LLC. Insurance Products offered through JN Financial, LLC.
The guarantees provided by any type of insurance contract are based on the claims-paying ability of the insurance company.

All Resources

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Avon, CT 06001

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Old Saybrook, CT 06475

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199 Rosewood Drive
Suite 340
Danvers, MA 01923

Johnson Brunetti

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Johnson Brunetti

Atlanta • Boston • Hartford | Tel: 800-208-7233

Johnson Brunetti is a marketing name for the businesses of JB Capital and JN Financial.
Investment Advisory Services offered through JB Capital, LLC.
Insurance Products offered through JN Financial, LLC.
The guarantees provided by any type of insurance contract are based on the claims-paying ability of the insurance company.

JB Capital LLC is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply any level of skill or training. Information presented is for educational purposes only and is not intended as an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.

JB Capital's Form ADV | Disclaimer | Privacy Notice | Client Relationship Summary

^†Johnson Brunetti is a paid sponsor of WFSB Better Money, WCVB Better Money Boston, WTNH Money Wisdom, and WTIC Money Wisdom.

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