Startingtoo latereceiveearningsQualifiedPensionPlan1.45%ofsalarySecuritiesProfit-SharingPlanROTHplansannuitycertainNoncontributoryPension Plan BailoutprovisionVestedrightspurelifeSetgoals6.2% ofsalaryKeoghPlanPensionProtectionActPesnionReformAct /ERISADefinedBenefitPlanCash-BalancePlan.SinglepremiumannuitycontractAbove avgperformance& Low feestructure 1035exchangeFixedrateannuityContributoryPensionPlanCoverdellEducationSavingsIndividualRetirementAccount(IRA)nope!Earlywithdrawalpenalties lifeannuity w/refundSalaryReductionor 401 kplanThrift andSavingsPlansASAPSelf -directedaccounts10%nope!ImmediateannuityStartingtoo latereceiveearningsQualifiedPensionPlan1.45%ofsalarySecuritiesProfit-SharingPlanROTHplansannuitycertainNoncontributoryPension Plan BailoutprovisionVestedrightspurelifeSetgoals6.2% ofsalaryKeoghPlanPensionProtectionActPesnionReformAct /ERISADefinedBenefitPlanCash-BalancePlan.SinglepremiumannuitycontractAbove avgperformance& Low feestructure 1035exchangeFixedrateannuityContributoryPensionPlanCoverdellEducationSavingsIndividualRetirementAccount(IRA)nope!Earlywithdrawalpenalties lifeannuity w/refundSalaryReductionor 401 kplanThrift andSavingsPlansASAPSelf -directedaccounts10%nope!Immediateannuity

WMA_Ch 14 Class Discussion - Call List

(Print) Use this randomly generated list as your call list when playing the game. There is no need to say the BINGO column name. Place some kind of mark (like an X, a checkmark, a dot, tally mark, etc) on each cell as you announce it, to keep track. You can also cut out each item, place them in a bag and pull words from the bag.


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  1. Starting too late
  2. receive earnings
  3. Qualified Pension Plan
  4. 1.45% of salary
  5. Securities
  6. Profit-Sharing Plan
  7. ROTH plans
  8. annuity certain
  9. Noncontributory Pension Plan
  10. Bailout provision
  11. Vested rights
  12. pure life
  13. Set goals
  14. 6.2% of salary
  15. Keogh Plan
  16. Pension Protection Act
  17. Pesnion Reform Act / ERISA
  18. Defined Benefit Plan
  19. Cash-Balance Plan.
  20. Single premium annuity contract
  21. Above avg performance & Low fee structure
  22. 1035 exchange
  23. Fixed rate annuity
  24. Contributory Pension Plan
  25. Coverdell Education Savings
  26. Individual Retirement Account (IRA)
  27. nope!
  28. Early withdrawal penalties
  29. life annuity w/ refund
  30. Salary Reduction or 401 k plan
  31. Thrift and Savings Plans
  32. ASAP
  33. Self - directed accounts
  34. 10%
  35. nope!
  36. Immediate annuity