Asset Allocation Tool
Step 2 of 4: QUESTIONNAIRE
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In addition to your current employer - sponsored retirement plan, do you have other retirement plan benefits such as a defined benefit pension or defined contribution profit sharing plan?
No
Yes
Select an answer.
If $100,000 was invested at the beginning of the year, which example best describes your tolerance for risk?
Potential Rewards vs. Risk
Portfolio A ($95,000-$115,000)
Portfolio B ($90,000-$125,000)
Portfolio C ($85,000-$140,000)
Portfolio D ($80,000-$150,000)
Select an answer.
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NFW-0979AO.2