VestedrightsKeoghPlanThrift andSavingsPlans6.2% ofsalaryQualifiedPensionPlanAbove avgperformance& Low feestructure PesnionReformAct /ERISAContributoryPensionPlanPensionProtectionActIndividualRetirementAccount(IRA)Singlepremiumannuitycontract10%Earlywithdrawalpenalties CoverdellEducationSavingsCash-BalancePlan.DefinedBenefitPlanSalaryReductionor 401 kplanSecurities1.45%ofsalarynope!1035exchangeASAPlifeannuity w/refundImmediateannuityStartingtoo lateROTHplansreceiveearningsBailoutprovisionNoncontributoryPension Plan Setgoalsannuitycertainpurelifenope!Profit-SharingPlanSelf -directedaccountsFixedrateannuityVestedrightsKeoghPlanThrift andSavingsPlans6.2% ofsalaryQualifiedPensionPlanAbove avgperformance& Low feestructure PesnionReformAct /ERISAContributoryPensionPlanPensionProtectionActIndividualRetirementAccount(IRA)Singlepremiumannuitycontract10%Earlywithdrawalpenalties CoverdellEducationSavingsCash-BalancePlan.DefinedBenefitPlanSalaryReductionor 401 kplanSecurities1.45%ofsalarynope!1035exchangeASAPlifeannuity w/refundImmediateannuityStartingtoo lateROTHplansreceiveearningsBailoutprovisionNoncontributoryPension Plan Setgoalsannuitycertainpurelifenope!Profit-SharingPlanSelf -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.


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