SetgoalsROTHplansnope!10%SalaryReductionor 401 kplanreceiveearningsASAPlifeannuity w/refundEarlywithdrawalpenalties BailoutprovisionpurelifeNoncontributoryPension Plan SinglepremiumannuitycontractPesnionReformAct /ERISA1035exchangeIndividualRetirementAccount(IRA)Above avgperformance& Low feestructure PensionProtectionActSelf -directedaccountsFixedrateannuitySecuritiesannuitycertainDefinedBenefitPlanKeoghPlanThrift andSavingsPlans1.45%ofsalaryQualifiedPensionPlan6.2% ofsalaryProfit-SharingPlanStartingtoo lateImmediateannuitynope!VestedrightsContributoryPensionPlanCash-BalancePlan.CoverdellEducationSavingsSetgoalsROTHplansnope!10%SalaryReductionor 401 kplanreceiveearningsASAPlifeannuity w/refundEarlywithdrawalpenalties BailoutprovisionpurelifeNoncontributoryPension Plan SinglepremiumannuitycontractPesnionReformAct /ERISA1035exchangeIndividualRetirementAccount(IRA)Above avgperformance& Low feestructure PensionProtectionActSelf -directedaccountsFixedrateannuitySecuritiesannuitycertainDefinedBenefitPlanKeoghPlanThrift andSavingsPlans1.45%ofsalaryQualifiedPensionPlan6.2% ofsalaryProfit-SharingPlanStartingtoo lateImmediateannuitynope!VestedrightsContributoryPensionPlanCash-BalancePlan.CoverdellEducationSavings

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