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planning

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Variable Question text Label
pl001aEmployer-provided retirement account (such as a 401k, 403(b) or Thrift Savings Plan (TSP), etc.)have employer-provided retirement account
pl001bIndividual retirement account not provided by an employer (such as an IRA, Keogh, SEP, or any other retirement fund)have individual retirement account not provided by an employer
pl002aIn the past 12 months, have you or anyone else in your household removed money from your employer-provided retirement account (such as a 401k, 403(b) or Thrift Savings Plan (TSP), etc.) in any of the following ways? Do not include rollovers from one retirement account to another one. Please select all that apply. Loan before the age of 59 1/2
pl003aIn the past 12 months, have you or anyone else in your household removed money from your individual retirement account not provided by an employer (such as an IRA, Keogh, SEP, or any other retirement fund)? Do not include rollovers from one retirement account to another one. Please select all that apply.Withdrawal before the age of 59 1/2