WorksheetsPersonal Finance - Investing Vocabulary
Total questions: 10
Worksheet time: 8mins
A defined contribution plan for employees of schools, non profit organizations and government rule
401K Plan
403B Plan
Roth IRA
IRA
A defined contribution plan for employees of companies that operate for a profit
401K Plan
403B Plan
Roth IRA
IRA
An IRA for which you can deduct your contributions each year from your taxable income
Roth IRA
Money Market Account
Traditional IRA
401K Plan
A tax-deferred retirement plan available to small businesses
Simplified Employee Pension
Stock Market
Mutual Fund
Roth IRA
A type of IRA where contributions are taxed but earnings are not
Traditional IRA
Roth IRA
Pension
Social Security
A tax deferred retirement savings plan to self employed individuals and their employees
Self-employed Pension
Government Fund Savings Option
Mutual Funds
Keogh Plan
A retirement plan that allows individuals to set aside up to specified amount each year and delay paying tax on the earning until they begin withdrawing it at age 59 ½ or later
IRA
Savings Account
Money market account
Pension
A company sponsored retirement plan in which employees can receive a periodic or lump-sum payment based on their account balance and the performance of the investments in their account
Defined Contribution Plan
IRA
Roth IRA
401k Plan
A company sponsored retirement plan in which retired employees receive a set monthly amount based on wages earned and number of years of service
401k Plan
Pension
Defined Benefit Plan
IRA
Income from an investment paid in a series of regular payments made for a set number of years
Dividends
Annuity
Mutual Funds
403b Plan
