Risk Tolerance Quiz | 401kgeneration.com

Your age?*
- 20-29 (5 points)
- 30-39 (4 points)
- 40-49 (3 points)
- 50-59 (2 points)
- 60 and over (1 point)
How many years until you plan to retire and begin making withdrawals from your plan?*
- 5 years (1 points)
- 10 years (2 points)
- 15 years (3 points)
- 20 years (4 points)
- 25 or more years (5 point)
The value of some investments may fluctuate significantly over time. If you invest $10,000, what level of decline would you be willing to tolerate over five year?
- Down to $9500 (a 5% decline) (1 point)
- Down to $9000 (a 10% decline) (2 points)
- Down to $8500 (a 15% decline) (3points)
- Down to $8000 (a 20% decline) (4 points)
How comfortable do you feel with at least a portion of your investments invested in the stock market?*
- Very comfortable (5 points)
- Comfortable (4 points)
- Neutral (3 points)
- Uncomfortable (2 points)
- Very uncomfortable (1 point)
Which statement best describes your willingness to accept risk in order to achieve potentially higher returns?*
- I am willing to accept a high level of risk in exchange for the potential for growth (5 points)
- I am willing to accept a moderate level of risk (4 points)
- I am willing to accept some risk in my investment options (3 points)
- I am willing to accept a little bit of risk in my investment options, but am concerned more with security (2 points)
- Security is my priority. I am willing to accept only a very low level of risk (1 point)
Do you agree you can meet your retirement goals based on your current salary and savings outside of your qualified investment plan?*
- Strongly agree (5 points)
- Agree (4 points)
- Neutral (3 points)
- Disagree (2 points)
- Strongly disagree (1 point)
Your Score

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