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Basic Risk Tolerance & Asset Allocation Calculator


1. As an investor, where would you place yourself on the following risk scale?

2. What is your age?

3. How many years remaining until you retire?

4. Is your spouse currently enrolled in a Retirement Plan
(e.g. 401(k) or 403(b) Plans)?

5. Do you expect to have additional cash needs for your future security
other than retirement? (Such as buying a home, paying for
college education, having a health related expense).

Early withdrawal may be subject to a 10% penalty if you are less
than 59 1/2 years old.

6. Does this statement reflect you:  "I am willing to tolerate short term
fluctuations in the value of my investments in order to gain a
potentially higher return over a long period of time."

7. Which statement best reflects your investment objective and time-frame
for achieving it?

8. How much do you expect your annual income to change
over the next 10 years?

9. As an investor, how would you react to rises and falls in the market?

10. What would you do with the stock and bond portion of
your retirement investment if the market fell?

11. Does this statement reflect you: "I invest primarily to increase the value
of my retirement savings"?

 


Your Investment Risk Factor !

 

This risk tolerance calculator is for general information and education purposes only.   The information and results provided should not be construed as legal or tax advice.  Please consult with your legal or financial advisor to determine the appropriateness of this calculator for your particular circumstances. 

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Disclaimer
We do not offer legal advice. All information provided on this website is for informational purposes only and is not a substitute for proper legal advice. If you have legal questions, we recommend that you seek the advice of legal professionals.

Tax Disclaimer: To ensure compliance with IRS Rules, any U.S. federal tax advice provided in this communication is not intended or written to be used, and it cannot be used by the recipient or any other taxpayer (i) for the purpose of avoiding tax penalties that may be imposed on the recipient or any other taxpayer under the Internal Revenue Code, or (ii) in promoting, marketing or recommending to another party a partnership or other entity, investment plan, arrangement or other transaction addressed herein.

Copyright 2017 Wink Tax Services / Wink Inc.
Last modified: January 30, 2017