6.2% ofsalarySelf -directedaccountsVestedrightsFixedrateannuitylifeannuity w/refundreceiveearningsContributoryPensionPlanQualifiedPensionPlanROTHplans10%IndividualRetirementAccount(IRA)PesnionReformAct /ERISACash-BalancePlan.1.45%ofsalarySetgoalsannuitycertainpurelifeSecuritiesCoverdellEducationSavingsProfit-SharingPlanDefinedBenefitPlanASAPThrift andSavingsPlansEarlywithdrawalpenalties Startingtoo lateNoncontributoryPension Plan PensionProtectionActnope!SalaryReductionor 401 kplanBailoutprovisionKeoghPlannope!ImmediateannuitySinglepremiumannuitycontract1035exchangeAbove avgperformance& Low feestructure 6.2% ofsalarySelf -directedaccountsVestedrightsFixedrateannuitylifeannuity w/refundreceiveearningsContributoryPensionPlanQualifiedPensionPlanROTHplans10%IndividualRetirementAccount(IRA)PesnionReformAct /ERISACash-BalancePlan.1.45%ofsalarySetgoalsannuitycertainpurelifeSecuritiesCoverdellEducationSavingsProfit-SharingPlanDefinedBenefitPlanASAPThrift andSavingsPlansEarlywithdrawalpenalties Startingtoo lateNoncontributoryPension Plan PensionProtectionActnope!SalaryReductionor 401 kplanBailoutprovisionKeoghPlannope!ImmediateannuitySinglepremiumannuitycontract1035exchangeAbove avgperformance& Low feestructure 

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.


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