WorksheetsPFL Investing For Retirement Review (Unit 5)
Total questions: 23
Worksheet time: 11mins
Income from investing.
Capital Gain
Return
Annuity
Risk
A unit of ownership of a company that entitles the stockholder to voting privileges
Risk
Mutual Fund
Preferred Stock
Common Stock
The profit from the sale of assets such as stocks, bonds, or real estate.
Capital Loss
Capital Gain
Return
Yield
Spreading your assets among several different types of investments
Will
Risk
Diversification
Allocation
Market condition that occurs when investors are optimistic about the economy and buy stocks
Limit Order
Bear Market
Bull Market
Market Order
The sale of an investment for less than its purchase price
Capital Loss
Risk
Net Worth
Diversification
A request to buy a stock at the current market value
Short Sell
Market Order
Limit Order
Short Cover
Market condition that occurs when investors are pessimistic about the economy and sell stocks
Bear Market
Bonds
Bull Market
Short Sell
Investment where investors pool their money to buy stock, bond, and other securities
Bond
Common Stock
Diversification
Mutual Fund
The potential for loss.
Capital Loss
Return
Capital Gain
Risk
A package of protection that provides benefits to retirees, survivors and disabled persons
Social Security
Medicare
Insurance
Welfare
Employee sponsored retirement savings plan funded by a portion of your salary
Social Security
Mutual Fund
401K
Annuity
A special account - a person saves a portion of income for retirement. Not employer sponsored.
Mutual Fund
IRA
401K
Social Security
Person who is willing and able to perform the tasks involved in carrying out a will
Estate Planning
Executor
Beneficiary
Stockholder
A legal document in which you state if you want to be kept alive by artificial means
Living Will
Will
Medicare
Beneficiary
The salary reduction plan for an employee at a tax-exempt institution is called a
401K
403B
IRA
Roth IRA
The legal procedure of proving that a will is valid or invalid
Probate
Small Claims
Will
Beneficiary
A legal declaration of a person’s wishes regarding disposal of his or her estate after death
Living Will
Beneficiary
Probate
Will
A detailed plan for managing personal assets to make the most of them while you are alive /dead
Estate Planning
Probate
IRA
Will
A person who is named to receive a portion of someone’s estate
Will
Beneficiary
IRA
Lawyer
Discloses information about a company's earnings, assets, and liabilities.
Stock Research Sheet
Prospectus
Wall Street Journal
Common Stock
T/F, the amount of one share of a mutual fund is called the net asset value.
True
False
Type of company that would most likely reinvest their profits than give out a dividend
Growth
Mature
Reinvester
Harvester
