Investing
Tools
Retirement
Taxes & Fees
Wild
100

The reward received from investing

What is a return?

100

An investment that pays rents to a landlord

What is real estate?

100

A personal retirement savings account

What is an IRA

100

When no tax is owed

What is Tax Exempt?

200

The amount of uncertainty a person is willing to handle

What is risk tolerance?

200

Shares of ownership in a company

What is stock?

200

A retirement account that you get through work.

What is a 401(k)?

200

This account has all of its profits tax exempt

What is a Roth IRA?

300

The spreading of risk by putting money in different investments

What is diversification?
300

Lending money to a government or corporation

What is a bond?

300

Contributions to this account are made with after tax dollars.

What is a Roth IRA/Roth 401(k)?

300

When taxes are due at a later date

What is tax deferred?

300

Gold, Oil, and Crops are called this.

What are Commodities?

400

How easily the investment can be turned into cash

What is liquidity?

400

A low cost mutual fund that mimics the performance of the entire market.

What is an index fund?

400

This account will not change even if you switch jobs.

What is an IRA?

400

Items that lower your taxable income

What is tax deductible?

400

The relationship that says the higher the chance of loss the higher the profit.

What is Risk vs. Return?

500

What is ROI?

500


A stock index based on the stock prices of 500 corporations

What is the S&P 500?

500

Your employer may match your contributions to this account

What is a 401(k)?

500

This fund has low fees and has no manager

What is an index fund?

500

Investing in high risk ventures in hopes of making a quick profit.

What is Speculating?

600

A portion of company profits paid to shareholders

What is a dividend?

600
Helps investors buy and sell stocks, bonds, and mutual funds

What is a brokerage firm?

600

The age you may withdraw money from your IRA without penalty

What is 59 1/2?

600

This fund has higher fees because it is actively managed.

What is a mutual fund?

600

This plan uses dividend payments to automatically buy more shares.

What is a Dividend Reinvestment Plan (DRIP)?

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