Take the InPlay RISA to Discover Your Preferences of Sourcing Retirement Income.
Take the InplayRISA®
and plan your retirement.
InplayRISA®, which stands for Retirement Income Style Awareness, is a 15-minute assessment designed to help you more clearly understand which retirement income strategies align most closely with your preferences.
Think of it as a counseling session between you and your retirement income plan with clear next steps so you know where to begin and how to implement your plan.
Don’t leave your retirement income plan to chance.
Create the right strategy with your preferences front and center.
Why InplayRISA®
How do I begin my plan?
Investing for retirement is different. Some folks read this statement with blissful ignorance and other’s read everything there is to know about retirement planning. Both tend to quickly become overwhelmed and still don’t know where to begin.
The InplayRISA® helps you transition to retirement with an easy-to- use framework and an emphasis on the income sourcing strategies that are most comfortable, so you have that ever elusive starting point.
Define your style
Your preferences dictate your life, from what to have for lunch to what music you listen to and the career you pursue.
But it can be a challenge to define the role your preferences play in your retirement strategy.
The InplayRISA® helps surface the qualities you’re looking for, making them easy to communicate to your advisor.
You’re in control
Have you ever wondered if what you read or hear about a retirement income plan is more a reflection of someone’s own personal biases or convenient business decision? It most likely is. Everyone has a style.
There are many credible approaches and the best one is the one that is most aligned with your style, rather than someone else’s.
With the InplayRISA®, you don’t have to wonder. Approach retirement with the confidence of being in control.
How it works:
A series of questions
Your preferences dictate your life, from what to have for lunch to what music you listen to and the career you pursue.
But it can be a challenge to define the role your preferences play in your retirement strategy.
The InPlayRISA® helps surface the qualities you’re looking for, making them easy to communicate to your advisor.
It’s an evaluation of how you’d be most comfortable and most successful in funding your retirement.
Sarah W
It’s an evaluation of how you’d be most comfortable and most successful in funding your retirement.
Sarah W
Examines the decision-
making factors
It examines the decision-making factors that you consider among the various retirement income decisions and identifies your best fit. Your INPLAYRISA® Profile takes the best that psychology and financial planning has to offer. The InPlayRISA® is the first financial personality assessment that identifies your retirement income style and implementation approach.
The most insightful and actionable tool I’ve found to help guide the retirement planning process.
Eric T
Retirement clarity
in 3 steps:
1. Sign Up
You will receive via email a link to log in and an email with instructions to set your password.
2. Answer the Questions
The majority of the assessment is done through you choosing between two statements. On the left and right will be a position on an aspect of retirement, and you select which one you feel stronger towards. There are no right or wrong answers, just your own preference.
3. Send and Review
Review your full multipage report on your retirement style. You can use it yourself to inform your retirement decisions, or share it with your advisor to help create a better plan.
A psychological evaluation of your thoughts and concerns about the financial aspects of retirement. A completely different approach to personal finance than anything I have seen before.
Randy T
How it works:
Retirement Income Style & InPlayRISA® Profile
The InplayRISA® measures a variety of factors related to how one would like to source their retirement income. It then translates the style into a snapshot of appropriate, viable approaches that fit these preferences.
Financial Implementation Matrix
The Matrix helps you identify your particular financial implementation style and how you prefer to implement financial tasks. The matrix is built on two key measures: “advisor usefulness” and “retirement income self-efficacy.”
Retirement Income Concerns
This measures the level of worry you feel about achieving our four main retirement objectives.
Secondary Retirement Income Factors
In addition to the InPlayRISA® Primary Factors, we developed four secondary factors to provide further refinement of the InPlayRISA® Profile.
The retirement you’ve always dreamed of is
just a tap away
Uncover your retirement income preferences and the strategies that align with them, helping you pursue retirement income and a brighter future with confidence and clarity
Take the
InPlayRISA®
By signing up to take the InPlayRISA®, I agree to Retirement Researcher adding me to their mailing list.
What happens when I sign up for a InPlayRISA?
First, you will be emailed instructions on how to login to the Retirement Researcher Academy to take your RISA®. After you log in, you’ll be asked a series of questions that will help determine your retirement income preferences.
There are no right answers to these questions, and they don’t involve any information about any accounts. Just statements that you feel you agree with or not.
After completing the questionnaire, you’ll be presented with your RISA report, which will explain how you scored and give you insights into how you’ll be best served in your retirement, as well as potential next steps you may want to consider.
How long does it take to complete?
The questions will take you roughly 15 – 30 minutes to complete, depending on how much deliberation you’d like to give each question.
Is it free to take the InPlayRISA®?
Retirement Researcher is providing you access to take the RISA® at no cost to you! After you fill out this form, we will create a free account for you on our membership site, the Retirement Researcher Academy for you to log in and access the questionnaire. There is no additional cost to complete and receive your RISA results.
Should my partner take it with me?
Everyone approaches retirement income differently – even (maybe especially) when they are partners. We would encourage both partners to take the RISA independently so that you can discuss your results and find an approach that works for the both of you.
Do I have to finish it all at once?
At the bottom of each page there is a “Save” button that will allow you to return and continue your InPlayRISA at another time.
Is my information secure?
Yes. We uses the latest in encryption technology to ensure your data is kept safe. In addition, completing the RISA does not involve any personal information outside of your name and email. Retirement Researcher does not share any of your personal information with 3rd parties without your permission.
