Where Are You On the Road to Retirement?

Most people concentrate on when to retire. But a more important factor is how to retire. And that means planning for retirement income.

• Are you a few years from retirement?
• Fast approaching retirement?
• Already retired?

No matter what stage of life you’re in, you should have a retirement income plan that meets your goals.

Here’s what to do.

Test drive your retirement income plan at no cost and no obligation.

Simply complete these 10 questions (pdf) and bring this form to your credit union. A retirement professional can calculate your Retirement Road Test score — a quick estimate of how confident you should be in your retirement income plan.

Your score will help you know if you’ve set a clear direction for a confident retirement.

Take the Retirement Road Test (pdf)