QualifiedPensionPlanImmediateannuityDefinedBenefitPlanCoverdellEducationSavingsCash-BalancePlan.Earlywithdrawalpenalties nope!Startingtoo lateASAPpurelifePesnionReformAct /ERISASelf -directedaccountsNoncontributoryPension Plan ROTHplansThrift andSavingsPlansPensionProtectionActKeoghPlanannuitycertainProfit-SharingPlan1.45%ofsalarySalaryReductionor 401 kplanSecuritiesnope!SetgoalsBailoutprovision10%FixedrateannuityVestedrightsreceiveearningsContributoryPensionPlanSinglepremiumannuitycontractlifeannuity w/refund1035exchangeIndividualRetirementAccount(IRA)Above avgperformance& Low feestructure 6.2% ofsalaryQualifiedPensionPlanImmediateannuityDefinedBenefitPlanCoverdellEducationSavingsCash-BalancePlan.Earlywithdrawalpenalties nope!Startingtoo lateASAPpurelifePesnionReformAct /ERISASelf -directedaccountsNoncontributoryPension Plan ROTHplansThrift andSavingsPlansPensionProtectionActKeoghPlanannuitycertainProfit-SharingPlan1.45%ofsalarySalaryReductionor 401 kplanSecuritiesnope!SetgoalsBailoutprovision10%FixedrateannuityVestedrightsreceiveearningsContributoryPensionPlanSinglepremiumannuitycontractlifeannuity w/refund1035exchangeIndividualRetirementAccount(IRA)Above avgperformance& Low feestructure 6.2% ofsalary

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