BailoutprovisionKeoghPlanDefinedBenefitPlanSelf -directedaccountsEarlywithdrawalpenalties receiveearningsStartingtoo latenope!ImmediateannuityThrift andSavingsPlansSalaryReductionor 401 kplanQualifiedPensionPlan1.45%ofsalaryCash-BalancePlan.IndividualRetirementAccount(IRA)NoncontributoryPension Plan SetgoalsFixedrateannuityAbove avgperformance& Low feestructure PesnionReformAct /ERISAlifeannuity w/refundSinglepremiumannuitycontractnope!SecuritiesProfit-SharingPlanCoverdellEducationSavings1035exchangeVestedrightspurelifePensionProtectionAct10%ASAP6.2% ofsalaryROTHplansContributoryPensionPlanannuitycertainBailoutprovisionKeoghPlanDefinedBenefitPlanSelf -directedaccountsEarlywithdrawalpenalties receiveearningsStartingtoo latenope!ImmediateannuityThrift andSavingsPlansSalaryReductionor 401 kplanQualifiedPensionPlan1.45%ofsalaryCash-BalancePlan.IndividualRetirementAccount(IRA)NoncontributoryPension Plan SetgoalsFixedrateannuityAbove avgperformance& Low feestructure PesnionReformAct /ERISAlifeannuity w/refundSinglepremiumannuitycontractnope!SecuritiesProfit-SharingPlanCoverdellEducationSavings1035exchangeVestedrightspurelifePensionProtectionAct10%ASAP6.2% ofsalaryROTHplansContributoryPensionPlanannuitycertain

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