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Q 1/25
Score 0
Which of the following investment types usually has the highest ROI?
30
Annuities
Bonds
529 Plan
Stocks
Q 2/25
Score 0
What are investments where you lend money to an entity, such as the government or business, who promise to pay back the principal along with interest?
30
Mutual Funds
Annuities
Bonds
Stocks
25 questions
Q.
Which of the following investment types usually has the highest ROI?
1
30 sec
Q.
What are investments where you lend money to an entity, such as the government or business, who promise to pay back the principal along with interest?
2
30 sec
Q.
What are portfolios created by financial planners that invest in multiple assets that individuals contribute money to in return for an ROI?
3
30 sec
Q.
Which of the following investment types could be viewed as the least risky investment asset?
4
30 sec
Q.
What refers to the taxes applied to investment profits?
5
30 sec
Q.
What are applied to investments that are held onto for longer than 1 year, resulting in a lower tax rate usually?
6
30 sec
Q.
If your employer offers a 401k with 4% matching and you contribute 8% of your income to the account, what percent will your employer match?
7
30 sec
Q.
___________ are portfolios created by financial planners that invest in multiple assets, such as stocks, bonds, real estate, that individuals contribute money to in return for an ROI
8
30 sec
Q.
___________ are provided usually by insurance companies where customers contributed a specific amount of money for a promise that they will be provided set payments at a future date for a specific period of time.
9
30 sec
Q.
___________ refers to the taxes applied to investment profits.
10
30 sec
Q.
___________ are applied to investments that are held onto for longer than 1 year, resulting in a lower tax rate usually
11
30 sec
Q.
_____________ promise contributors a stable monthly payment for retired employees for the rest of their lives so long as they abide by the terms of the account
12
30 sec
Q.
True or False: Jim works for their employer for 25 years before deciding to retire. Jim has contributed to their pension program for all 25 years which has a vesting period of 30 years. Jim will receive their full pension payments.
13
30 sec
Q.
True or False: You will receive social security payments each month once you reach the age of 67, even if you do not pay taxes and work under the table.
14
30 sec
Q.
_____________ measures how much more expensive things become year over year and is important to account for in any retirement plan
15
30 sec
Q.
True or False: Most Americans live at least into their late 70’s and 80’s and need to plan ahead for retirement if they intend to retire in time or early.
16
30 sec
Q.
At what age could a person withdraw money from their 401k without paying an early withdrawal penalty
17
30 sec
Q.
At what age can individuals typically start receiving social security benefits in the United States?
18
30 sec
Q.
What is a 401(k) retirement plan?
19
30 sec
Q.
What is the purpose of a retirement plan?
20
30 sec
Q.
What type of insurance pays the medical expenses of the insured in case of illness or injury?
21
30 sec
Q.
Which type of insurance provides coverage for damage or loss to the physical structure of a home?
22
30 sec
Q.
Which type of insurance provides financial protection in the event of the policyholder's death?
