DefinedBenefitPlan10%6.2% ofsalaryIndividualRetirementAccount(IRA)FixedrateannuitySinglepremiumannuitycontractCash-BalancePlan.Setgoalsannuitycertainnope!1.45%ofsalarylifeannuity w/refundThrift andSavingsPlansreceiveearningsContributoryPensionPlanNoncontributoryPension Plan PesnionReformAct /ERISASalaryReductionor 401 kplanKeoghPlanCoverdellEducationSavingsROTHplansVestedrightsnope!QualifiedPensionPlanImmediateannuityEarlywithdrawalpenalties Profit-SharingPlan1035exchangeBailoutprovisionStartingtoo lateSecuritiesAbove avgperformance& Low feestructure ASAPPensionProtectionActSelf -directedaccountspurelifeDefinedBenefitPlan10%6.2% ofsalaryIndividualRetirementAccount(IRA)FixedrateannuitySinglepremiumannuitycontractCash-BalancePlan.Setgoalsannuitycertainnope!1.45%ofsalarylifeannuity w/refundThrift andSavingsPlansreceiveearningsContributoryPensionPlanNoncontributoryPension Plan PesnionReformAct /ERISASalaryReductionor 401 kplanKeoghPlanCoverdellEducationSavingsROTHplansVestedrightsnope!QualifiedPensionPlanImmediateannuityEarlywithdrawalpenalties Profit-SharingPlan1035exchangeBailoutprovisionStartingtoo lateSecuritiesAbove avgperformance& Low feestructure ASAPPensionProtectionActSelf -directedaccountspurelife

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