Question 1: Do you know the percentage of your total net worth (excluding your primary residence) is concentrated in your current company's stock (via RSUs, Options, or direct holdings)? *

Yes

No

Question 2: Do you have a documented strategy to fund the income gap between your desired retirement age (e.g., 55) and when you can claim Social Security (FRA/70)? *

Yes

No

Question 3: Are you confident you know the difference between the taxation of ISOs at grant vs. RSUs at vest and how this impacts your annual tax bill? *

Yes

No

Question 4: Do you have a strategy to lock in your peak high-earning years (post-vesting spikes) to ensure they are fully credited toward your Social Security max benefit? *

Yes

No

Question 5: Are your non-retirement assets (bank accounts, brokerage) securely protected against potential risk, such as a major job loss or personal liability? *

Yes

No