Financial Study - P250207

Please provide us with your First and Last Name

Please provide us with your email address.

What is your Zipcode?

Which of the following best describes your total household income before taxes?

A

Less than $25,000

B

$25,000 - $49,999

C

$50,000 - $74,999

D

$75,000 - $99,999

E

$100,000 - $124,999

F

$150,000 or more

What is your household’s current total investable assets?

Please include your household’s savings and investable assets including checking accounts, savings accounts, CDs, brokerage accounts (e.g. stocks, bonds, mutual funds, ETFs), and retirement accounts (e.g. IRAs).

Please exclude your primary residence, real estate, closely-held businesses, or assets in any employer-sponsored savings or retirement plans including a 401(k) plan.

What is your household’s current total investable assets? Please include your household’s savings and investable assets including checking accounts, savings accounts, CDs, brokerage accounts (e.g. stocks, bonds, mutual funds, ETFs), and retirement accounts (e.g. IRAs). Please exclude your primary residence, real estate, closely-held businesses, or assets in any employer-sponsored savings or retirement plans including a 401(k) plan.

A

Less than $25,000

B

Less than $25,000

C

$25,000 - $49,000

D

$50,000 - $74,999

E

$75,000 - $99,999

F

$100,000 - $149,000

G

$150,000 - $249,999

H

$250,000 - $399,999

I

$400,000 - $499,999

J

$500,000 or more