ROTHplans6.2% ofsalaryAbove avgperformance& Low feestructure QualifiedPensionPlanNoncontributoryPension Plan SalaryReductionor 401 kplanKeoghPlanCash-BalancePlan.SetgoalspurelifeSecuritiesCoverdellEducationSavings10%Startingtoo latereceiveearningsDefinedBenefitPlanPesnionReformAct /ERISA1035exchangenope!Earlywithdrawalpenalties nope!Profit-SharingPlanIndividualRetirementAccount(IRA)ImmediateannuityBailoutprovisionContributoryPensionPlanSinglepremiumannuitycontractPensionProtectionActVestedrightsThrift andSavingsPlansASAPlifeannuity w/refund1.45%ofsalaryannuitycertainSelf -directedaccountsFixedrateannuityROTHplans6.2% ofsalaryAbove avgperformance& Low feestructure QualifiedPensionPlanNoncontributoryPension Plan SalaryReductionor 401 kplanKeoghPlanCash-BalancePlan.SetgoalspurelifeSecuritiesCoverdellEducationSavings10%Startingtoo latereceiveearningsDefinedBenefitPlanPesnionReformAct /ERISA1035exchangenope!Earlywithdrawalpenalties nope!Profit-SharingPlanIndividualRetirementAccount(IRA)ImmediateannuityBailoutprovisionContributoryPensionPlanSinglepremiumannuitycontractPensionProtectionActVestedrightsThrift andSavingsPlansASAPlifeannuity w/refund1.45%ofsalaryannuitycertainSelf -directedaccountsFixedrateannuity

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