Startingtoo lateDefinedBenefitPlanSelf -directedaccountsEarlywithdrawalpenalties KeoghPlannope!purelifelifeannuity w/refundPensionProtectionAct1.45%ofsalaryImmediateannuity10%FixedrateannuityQualifiedPensionPlanreceiveearningsAbove avgperformance& Low feestructure SinglepremiumannuitycontractIndividualRetirementAccount(IRA)SetgoalsSalaryReductionor 401 kplanROTHplansCoverdellEducationSavingsNoncontributoryPension Plan Profit-SharingPlanVestedrightsASAP1035exchangeCash-BalancePlan.SecuritiesBailoutprovisionnope!ContributoryPensionPlanPesnionReformAct /ERISAThrift andSavingsPlans6.2% ofsalaryannuitycertainStartingtoo lateDefinedBenefitPlanSelf -directedaccountsEarlywithdrawalpenalties KeoghPlannope!purelifelifeannuity w/refundPensionProtectionAct1.45%ofsalaryImmediateannuity10%FixedrateannuityQualifiedPensionPlanreceiveearningsAbove avgperformance& Low feestructure SinglepremiumannuitycontractIndividualRetirementAccount(IRA)SetgoalsSalaryReductionor 401 kplanROTHplansCoverdellEducationSavingsNoncontributoryPension Plan Profit-SharingPlanVestedrightsASAP1035exchangeCash-BalancePlan.SecuritiesBailoutprovisionnope!ContributoryPensionPlanPesnionReformAct /ERISAThrift andSavingsPlans6.2% ofsalaryannuitycertain

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