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Created: February 23, 2026
Modified: February 23, 2026

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?

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#2. What is the benefit of estate planning?

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#3. What does ETF stand for?

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

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

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

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

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

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

Finish
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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.

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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.

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