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RetireSeek · Retirement planning

Let’s build your retirement picture.

Answer at your own pace. We’ll use your information to help plan for income, investments, homes, healthcare, and the years ahead. You can return to any page.

Public questionnaire preview

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Your household

The people behind your retirement plan

Start with who your plan needs to support and your later-life housing priorities.

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Continue at your own pace

Complete fields marked Required to continue. Other answers are optional, and “Not sure” or “Prefer not to say” are valid whenever offered.

Your household

Are you thinking about how your housing needs may change as you get older? Optional

This is simply a planning preference. If later-life housing isn't on your mind yet, we'll skip the detailed aging-in-place questions. You can revisit them in a future report.

Current U.S. ZIP code Required

Your date of birth Required

Year

Month

Day

Include a spouse or partner

Relationships and survivor protections

Legal recognition may affect taxes, Social Security spouse or survivor benefits, pensions, healthcare authority and inheritance. We ask separately about LGBTQ+ priorities, without requiring identity disclosure. No answer here establishes benefit eligibility.

You have not included a current partner. Earlier marriages or legal partnerships can still matter for benefits.

Have you previously been married or in a legally registered partnership, including one that ended by divorce or death?

Family-building and LGBTQ+ planning

These questions are open to everyone. Adoption and other family-building plans are distinct from relationship status and LGBTQ+ considerations. Share only what is useful for your retirement plan.

Are you thinking about adopting a child?Would you like RetireSeek to consider any broader LGBTQ+ legal, healthcare, family, privacy, or community issues?Are there trusted friends, chosen-family members, or other people you want to protect as caregivers, agents, or beneficiaries?Do you or a partner have a pension or annuity with possible survivor payments or elections to review?

We will identify questions to verify about former-spouse and survivor Social Security benefits, pensions, Medicare, Medicaid long-term-care protections, estate taxes, beneficiary designations and healthcare decision-makers. Unknown answers remain unknown.

Your living children and dependents Optional

Add each living child, including adult children, children who live elsewhere, and stepchildren where relevant. We ask separately about children who have died and whether they left children of their own (your grandchildren). Names are not necessary.

Your deceased children and their children (your grandchildren)

For each of your children who has died, tell us whether that child left any children—that is, your grandchildren. This helps an estate-planning attorney review the relevant family branches. Do not assume an inheritance entitlement or caregiving role. No names are requested.

Have any of your children died? Response required