10%SetgoalsKeoghPlanImmediateannuityAbove avgperformance& Low feestructure annuitycertainASAPSinglepremiumannuitycontractBailoutprovisionEarlywithdrawalpenalties IndividualRetirementAccount(IRA)receiveearningsContributoryPensionPlan1035exchangeSalaryReductionor 401 kplanQualifiedPensionPlanSelf -directedaccountsnope!Profit-SharingPlanSecuritiesROTHplanspurelifeStartingtoo late6.2% ofsalaryPensionProtectionActVestedrightsFixedrateannuitylifeannuity w/refundNoncontributoryPension Plan Cash-BalancePlan.CoverdellEducationSavingsThrift andSavingsPlans1.45%ofsalarynope!PesnionReformAct /ERISADefinedBenefitPlan10%SetgoalsKeoghPlanImmediateannuityAbove avgperformance& Low feestructure annuitycertainASAPSinglepremiumannuitycontractBailoutprovisionEarlywithdrawalpenalties IndividualRetirementAccount(IRA)receiveearningsContributoryPensionPlan1035exchangeSalaryReductionor 401 kplanQualifiedPensionPlanSelf -directedaccountsnope!Profit-SharingPlanSecuritiesROTHplanspurelifeStartingtoo late6.2% ofsalaryPensionProtectionActVestedrightsFixedrateannuitylifeannuity w/refundNoncontributoryPension Plan Cash-BalancePlan.CoverdellEducationSavingsThrift andSavingsPlans1.45%ofsalarynope!PesnionReformAct /ERISADefinedBenefitPlan

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