wayground logo

Free Printable Worksheets

Font size

S
M
L
XL
Worksheets

Retirement Planning

Total questions: 10

Worksheet time: 3mins

Name
Class
Date
1.

An action of withdrawal from one's position of occupation or active working life

a)

Career

b)

Living trust

c)

Retirement

d)

Trustee

2.

As a young person, saving for your retirement is an example of a ___________ goal.

a)

Long-term

b)

Value-added

c)

Medium-term

d)

Short-term

3.

One of the importance of retirement planning is to live a comfortable standard of living during retirement.

a)

TRUE

b)

FALSE

4.

Which statements are NOT the tips to manage retirement plan

a)

Select to target date

b)

Develop spending plan for retirement plan

c)

Talk with your banker or advisor

d)

Estimate money you need to accumulate

5.

Which account can be withdrawn once the members reached 60 years old

a)

Akaun 55

b)

Akaun Fleksibel

c)

Akaun Persaraan

d)

Akaun Emas

6.

What is the aim for retirement planning?

a)

To acquire financial planning knowledge

b)

To determine the level of income needed during retirement

c)

To provide social security during working life

d)

To ensure our assets are transferred to our loved ones

7.

At the age of 50, you can make partial withdrawal from your Akaun Sejahtera under these conditions EXCEPT 

a)

Education

b)

Perform Haji

c)

Leaving the country

d)

Medical expenses

8.

Self contribution serves as an option to those who want to voluntarily grow their retirement savings with EPF.

a)

TRUE

b)

FALSE

9.

What is the name of account 3 for the new structure in EPF?

a)

Akaun Sejahtera

b)

Akaun Persaraan

c)

Akaun Emas

d)

Akaun Flexible

10.

Retirement planning is not important because relying on a social security or a pension is enough.

a)

TRUE

b)

FALSE