nope!QualifiedPensionPlanBailoutprovisionKeoghPlanCash-BalancePlan.Vestedrightsreceiveearnings10%Securitieslifeannuity w/refundPensionProtectionAct1035exchangeAbove avgperformance& Low feestructure annuitycertainASAPProfit-SharingPlanNoncontributoryPension Plan 1.45%ofsalaryImmediateannuityIndividualRetirementAccount(IRA)Earlywithdrawalpenalties DefinedBenefitPlanContributoryPensionPlanSalaryReductionor 401 kplan6.2% ofsalarynope!Thrift andSavingsPlansStartingtoo lateSelf -directedaccountsSetgoalspurelifePesnionReformAct /ERISASinglepremiumannuitycontractCoverdellEducationSavingsFixedrateannuityROTHplansnope!QualifiedPensionPlanBailoutprovisionKeoghPlanCash-BalancePlan.Vestedrightsreceiveearnings10%Securitieslifeannuity w/refundPensionProtectionAct1035exchangeAbove avgperformance& Low feestructure annuitycertainASAPProfit-SharingPlanNoncontributoryPension Plan 1.45%ofsalaryImmediateannuityIndividualRetirementAccount(IRA)Earlywithdrawalpenalties DefinedBenefitPlanContributoryPensionPlanSalaryReductionor 401 kplan6.2% ofsalarynope!Thrift andSavingsPlansStartingtoo lateSelf -directedaccountsSetgoalspurelifePesnionReformAct /ERISASinglepremiumannuitycontractCoverdellEducationSavingsFixedrateannuityROTHplans

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