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Unit 6 / Saving & Investing / Review

Total questions: 10

Worksheet time: 5mins

Name
Class
Date
1.

What makes investing different from saving?

a)

Investing usually is a term of 0-5 years

b)

Investing includes cash and money market accounts

c)

Investing is about accumulating wealth over the long term

2.

Which saving/investing type involves the least amount of risk?

a)

Cash

b)

Savings Account

c)

Stocks

3.

T / F: Many experts that study the stock market can "beat the market", so it's best to invest with an expert even if it costs you more money.

a)

True

b)

False

4.

When is it best to start saving for retirement?

a)

after your home is paid off

b)

after you get a promotion

c)

after you get your dream job

d)

ASAP

5.

T / F: Roth IRAs are available through your employer.

a)

True

b)

False

6.

As you get older, more / less of your portfolio should be invested in the stock market (compared to bonds).

a)

more

b)

less

7.

According to the Rule of 72, how long will it take an investment earning 6% to double?

a)

6 years

b)

8.3 years

c)

12 years

d)

The answer cannot be found with this information.

8.

This individual retirement account uses post-tax dollars. Money is not taxed when taken out in retirement.

a)

Traditional IRA

b)

Roth IRA

c)

401(k)

9.

Which saving/investment type involves the greatest risk?

a)

Cash

b)

Savings Account

c)

Bonds

d)

Stock Market

10.

Investments are volatile and returns vary each year. This is because investing is a(n) ________.

a)

Risk

b)

Neccessity

c)

Asset

d)

Portfolio