NoncontributoryPension Plan 10%6.2% ofsalaryreceiveearningsCoverdellEducationSavingsannuitycertainQualifiedPensionPlanROTHplansIndividualRetirementAccount(IRA)Cash-BalancePlan.PensionProtectionAct1035exchangePesnionReformAct /ERISASelf -directedaccountspurelifeImmediateannuitySecuritiesVestedrightsASAPnope!Profit-SharingPlan1.45%ofsalaryEarlywithdrawalpenalties ContributoryPensionPlanlifeannuity w/refundSalaryReductionor 401 kplanDefinedBenefitPlannope!SinglepremiumannuitycontractAbove avgperformance& Low feestructure SetgoalsFixedrateannuityStartingtoo lateBailoutprovisionThrift andSavingsPlansKeoghPlanNoncontributoryPension Plan 10%6.2% ofsalaryreceiveearningsCoverdellEducationSavingsannuitycertainQualifiedPensionPlanROTHplansIndividualRetirementAccount(IRA)Cash-BalancePlan.PensionProtectionAct1035exchangePesnionReformAct /ERISASelf -directedaccountspurelifeImmediateannuitySecuritiesVestedrightsASAPnope!Profit-SharingPlan1.45%ofsalaryEarlywithdrawalpenalties ContributoryPensionPlanlifeannuity w/refundSalaryReductionor 401 kplanDefinedBenefitPlannope!SinglepremiumannuitycontractAbove avgperformance& Low feestructure SetgoalsFixedrateannuityStartingtoo lateBailoutprovisionThrift andSavingsPlansKeoghPlan

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