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Take Our Retirement Accelerator Quiz

This three-minute Defined Benefit Plan quiz will help you determine if you qualify for saving several hundred thousand dollars a year, tax deductible, for your retirement.

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Start

Question 1 of 8

What is the primary reason that you want to learn more about the Defined Benefit Plan? 

A

I would like to accelerate my retirement savings

B

I am getting hammered on taxes and need a way to lower my tax burden

C

Neither

D

Both are correct

Question 2 of 8

I am at least 35 years or older:

A

Yes

B

No

Question 3 of 8

I am an independent contractor: 

A

Yes

B

No

Question 4 of 8

I am a small business owner: 

A

Yes

B

No

Question 5 of 8

I am currently contributing the maximum to my 401(k) and/or IRA:  

A

Yes

B

No

C

I think so

Question 6 of 8

I believe I can make substantial yearly contributions to my retirement over and above what I am contributing to my 401(k):

A

Yes

B

No

C

I think so

Question 7 of 8

Would you be interested in saving up to two to three times what you can save in a SEP IRA or 401k? 

A

Yes

B

No

Question 8 of 8

I believe that I can sustain these contributions for at least the next three years:

A

Yes

B

No

Confirm and Submit