Retirement Calculators

Investment Questionnaire

Many experts believe that long-term investment success is more a function of how assets are allocated among asset classes rather than the individual securities in which they are invested. This asset allocation tool will help you to identify a potential mix of asset classes of cash equivalents, fixed income and equities that corresponds to your risk tolerance and investment experience. These sample mixes are only examples and are not specific recommendations.

See Definitions below for more information.

Please answer each question and select "calculate" to view results.