What Is My Risk Tolerance? This questionnaire will help determine your tolerance for investment risk. You are viewing this website at a small screen resolution which doesn't support calculators. Click here to view this calculator. Share | Related Content The Importance of Beneficiary Designations Beneficiary designations allow assets to pass directly to whomever you designate thus by-passing the costs and time involved with the probate process. When Life Insurance Becomes Taxable Life insurance proceeds are generally tax-free. But not in all cases. Retirement Income and the Traditional Portfolio Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.