KeoghPlanVestedrightsIndividualRetirementAccount(IRA)ASAPnope!annuitycertainSecuritiesContributoryPensionPlan6.2% ofsalaryAbove avgperformance& Low feestructure Profit-SharingPlanPesnionReformAct /ERISAlifeannuity w/refundFixedrateannuitypurelifeQualifiedPensionPlanCash-BalancePlan.nope!Self -directedaccounts1.45%ofsalaryCoverdellEducationSavingsROTHplans1035exchangeSinglepremiumannuitycontractPensionProtectionAct10%DefinedBenefitPlanSalaryReductionor 401 kplanStartingtoo lateEarlywithdrawalpenalties ImmediateannuityThrift andSavingsPlansNoncontributoryPension Plan BailoutprovisionreceiveearningsSetgoalsKeoghPlanVestedrightsIndividualRetirementAccount(IRA)ASAPnope!annuitycertainSecuritiesContributoryPensionPlan6.2% ofsalaryAbove avgperformance& Low feestructure Profit-SharingPlanPesnionReformAct /ERISAlifeannuity w/refundFixedrateannuitypurelifeQualifiedPensionPlanCash-BalancePlan.nope!Self -directedaccounts1.45%ofsalaryCoverdellEducationSavingsROTHplans1035exchangeSinglepremiumannuitycontractPensionProtectionAct10%DefinedBenefitPlanSalaryReductionor 401 kplanStartingtoo lateEarlywithdrawalpenalties ImmediateannuityThrift andSavingsPlansNoncontributoryPension Plan BailoutprovisionreceiveearningsSetgoals

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