Step 1 of 9 11% How many years until you plan to retire? Under 5 5 - 10 11 - 16 Over 16 What are your total investable assets? Under $250k $250 - $400k $401k - 550k $551k - $700k Over $700k Do you anticipate traveling more during retirement? Yes No Do you plan on downsizing or paying off your mortgage once you retire? Yes No What is your combined total household income? Under $150k $150k - $250k Over $250k Are you eligible to receive social security? Yes No Do you qualify for a federal pension? Yes No Where did you hear about Winter? Radio TV Retirement Seminar Other Name* First Last Email* Phone*What is your age?* Under 47 47 - 51 52 - 56 57 - 61 62 - 66 Over 66