1035exchangeContributoryPensionPlanDefinedBenefitPlanNoncontributoryPension Plan 6.2% ofsalaryreceiveearningsSalaryReductionor 401 kplanAbove avgperformance& Low feestructure Thrift andSavingsPlansannuitycertainProfit-SharingPlannope!Earlywithdrawalpenalties IndividualRetirementAccount(IRA)SinglepremiumannuitycontractBailoutprovisionSecuritiesSelf -directedaccountslifeannuity w/refundpurelifeImmediateannuityCoverdellEducationSavingsASAPQualifiedPensionPlanFixedrateannuityPesnionReformAct /ERISAKeoghPlanROTHplansCash-BalancePlan.1.45%ofsalarySetgoalsVestedrightsPensionProtectionActStartingtoo late10%nope!1035exchangeContributoryPensionPlanDefinedBenefitPlanNoncontributoryPension Plan 6.2% ofsalaryreceiveearningsSalaryReductionor 401 kplanAbove avgperformance& Low feestructure Thrift andSavingsPlansannuitycertainProfit-SharingPlannope!Earlywithdrawalpenalties IndividualRetirementAccount(IRA)SinglepremiumannuitycontractBailoutprovisionSecuritiesSelf -directedaccountslifeannuity w/refundpurelifeImmediateannuityCoverdellEducationSavingsASAPQualifiedPensionPlanFixedrateannuityPesnionReformAct /ERISAKeoghPlanROTHplansCash-BalancePlan.1.45%ofsalarySetgoalsVestedrightsPensionProtectionActStartingtoo late10%nope!

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