Thrift andSavingsPlansVestedrightsCoverdellEducationSavingsContributoryPensionPlanSinglepremiumannuitycontractlifeannuity w/refundCash-BalancePlan.SecuritiesROTHplansEarlywithdrawalpenalties receiveearnings1.45%ofsalaryProfit-SharingPlannope!FixedrateannuityNoncontributoryPension Plan QualifiedPensionPlanPensionProtectionActIndividualRetirementAccount(IRA)1035exchangeASAPPesnionReformAct /ERISAAbove avgperformance& Low feestructure DefinedBenefitPlanKeoghPlan6.2% ofsalarynope!ImmediateannuityannuitycertainSalaryReductionor 401 kplanBailoutprovisionStartingtoo late10%Self -directedaccountspurelifeSetgoalsThrift andSavingsPlansVestedrightsCoverdellEducationSavingsContributoryPensionPlanSinglepremiumannuitycontractlifeannuity w/refundCash-BalancePlan.SecuritiesROTHplansEarlywithdrawalpenalties receiveearnings1.45%ofsalaryProfit-SharingPlannope!FixedrateannuityNoncontributoryPension Plan QualifiedPensionPlanPensionProtectionActIndividualRetirementAccount(IRA)1035exchangeASAPPesnionReformAct /ERISAAbove avgperformance& Low feestructure DefinedBenefitPlanKeoghPlan6.2% ofsalarynope!ImmediateannuityannuitycertainSalaryReductionor 401 kplanBailoutprovisionStartingtoo late10%Self -directedaccountspurelifeSetgoals

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