Investing Review

1. A tax deferred retirement investment fund for employees of for profit companies.

• 401(k)
• 403b
• 457
• 402(a)

This picture describes markets that have been...... 

• Doing well
• Doing poorly
• Not changing

Tags

CCSS.RI.11-12.7

CCSS.RI.9-10.7

CCSS.RL.11-12.7

CCSS.RL.8.7

CCSS.RL.9-10.7

Contributions to this retirement account are made after taxes

• Non Roth
• Roth

Spreading your investments around to inrease financial security

• Risk assessment
• Diversification
• Stocks, bonds & cash
• Liquidity trap

Investment vehicle sold by life insurance companies; saved money payout as a defined benefit.

• Bond
• Roth IRA
• 401(k)
• Annuity

Tags

CCSS.8.EE.A.1

Property of some type to either rent out or sell at a higher price.

• Real estate
• Bond
• Annuity
• Apartment

Tags

CCSS.HSF-IF.C.8B

Professionally managed, diversified investment that pools resources of many investors

• Treasury bonds
• Stock index
• Mutual fund
• Saving account

Investment taken out of gross income (before taxes) or growing w/o taxes

• Stock
• Bond
• Tax-obligated 
• Tax-deferred

Retirement investment taken out after taxes (net income) but withdrawn w/o tax after age 59.5

• Traditional IRA
• Municipal Bond
• 403(b)
• Roth IRA

Employer sponsored tax deferred retirement account (employer matching) -Defined Contribution

• Traditional IRA
• Roth IRA
• 401(k)/403(b)/457