Startingtoo lateCash-BalancePlan.SecuritiesROTHplansPensionProtectionActSetgoals1.45%ofsalary10%PesnionReformAct /ERISApurelifeThrift andSavingsPlansProfit-SharingPlanreceiveearningsDefinedBenefitPlanSalaryReductionor 401 kplanImmediateannuityASAPContributoryPensionPlanSelf -directedaccountsannuitycertainIndividualRetirementAccount(IRA)FixedrateannuityQualifiedPensionPlanEarlywithdrawalpenalties KeoghPlanlifeannuity w/refund6.2% ofsalarySinglepremiumannuitycontractnope!NoncontributoryPension Plan 1035exchangeVestedrightsAbove avgperformance& Low feestructure nope!CoverdellEducationSavingsBailoutprovisionStartingtoo lateCash-BalancePlan.SecuritiesROTHplansPensionProtectionActSetgoals1.45%ofsalary10%PesnionReformAct /ERISApurelifeThrift andSavingsPlansProfit-SharingPlanreceiveearningsDefinedBenefitPlanSalaryReductionor 401 kplanImmediateannuityASAPContributoryPensionPlanSelf -directedaccountsannuitycertainIndividualRetirementAccount(IRA)FixedrateannuityQualifiedPensionPlanEarlywithdrawalpenalties KeoghPlanlifeannuity w/refund6.2% ofsalarySinglepremiumannuitycontractnope!NoncontributoryPension Plan 1035exchangeVestedrightsAbove avgperformance& Low feestructure nope!CoverdellEducationSavingsBailoutprovision

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.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
  1. Starting too late
  2. Cash-Balance Plan.
  3. Securities
  4. ROTH plans
  5. Pension Protection Act
  6. Set goals
  7. 1.45% of salary
  8. 10%
  9. Pesnion Reform Act / ERISA
  10. pure life
  11. Thrift and Savings Plans
  12. Profit-Sharing Plan
  13. receive earnings
  14. Defined Benefit Plan
  15. Salary Reduction or 401 k plan
  16. Immediate annuity
  17. ASAP
  18. Contributory Pension Plan
  19. Self - directed accounts
  20. annuity certain
  21. Individual Retirement Account (IRA)
  22. Fixed rate annuity
  23. Qualified Pension Plan
  24. Early withdrawal penalties
  25. Keogh Plan
  26. life annuity w/ refund
  27. 6.2% of salary
  28. Single premium annuity contract
  29. nope!
  30. Noncontributory Pension Plan
  31. 1035 exchange
  32. Vested rights
  33. Above avg performance & Low fee structure
  34. nope!
  35. Coverdell Education Savings
  36. Bailout provision