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Retirement Readiness

Taxes are one of the largest eaters of retirement savings. What year are taxes set to go up?
2026
2021
2030
2033
What was the highest tax bracket ever, in the United States?
89%
54%
94%
67%
It's very important to shelter our retirement money from losses, as much as possible. Diversity is key. Which of the following represents TRUE diversity?
Stocks, Bonds, and Cash
Taxable money, tax-deferred money, and tax Free money
Stock market accounts, annuities, and life insurance
Bonds, realestate, and gold
What is the current United States debt both ON and OFF the books? (Off the books meaning services and repayments promised around the world)
21 Trillion on the books and 200 Trillion off
21 Trillion on the books, and 22 Trillion off
21 Trillion on, and 44 Trillion off
31 Trilion on, and 14 Trillion off
Medicare and Social Security are the two most important goverment programs for retirees. How much of every federal tax dollar goes to fund Medicare and Social Security?
84 cents
37 cents
52 cents
92 cents
When you retire and start taking both Social Security AND income from your IRA / 401k, how much of your SS income can be taxed?
18%
35%
85%
91%
With proper strategic tax-reduction planning, is it possible to have an income stream in retirement that is tax-free?
No! Who are we kidding?
Yes! Yes it is VERY possible
I don't care, I like giving a boatload of money to the IRS, then being forced to live on my Social Security check because I outlived my savings
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