Things That Affect Your Money
Taxes
Retirement Solutions
Financial Institutions
Insurance Jingles
100

This method is used to estimate the time it will take an investment to double

What is the Rule of 72?

100

A tax on the profit realized on the sale of a non-inventory asset

What is Capital Gains Tax?

100

This retirement options allows a person to make pre-tax contributions and is sometimes matched by their employer.

What is a 401k?

100

This financial institution helps individuals transfer risk of loss.

What is an Insurance Company?

100

"We know a thing or two because we've seen a thing or two..."

What is Farmer's?

200

In economics, the general rise in the price level over a period of time, resulting in a sustained drop in the purchasing power of money.

What is Inflation?

200

This planning approach uses a third-party dealer in capital assets to defer sale proceeds (and the tax on those proceeds) for lengthy periods of time.

What is Monetized Installment Sale or M453 Transaction?

200

This retirement option is can provide tax deferred growth, tax free distributions or withdrawals, and the luxury of a death benefit.

What is Cash Value Life Insurance?

200

National Association of Securities Dealers Automated Quotations

What is the NASDAQ?

200

"15 minutes could save you 15% or more"

What is Geico?

300

The possibility of losing money on a stock investment.

What is Market Risk?

300

The tax on the transfer of the estate of a deceased person usually applies to property that is transferred via a will or according to state laws of intestacy.

What is Estate Tax?

300

This financial product is designed to make systematic payments over time.

What is an Annuity?

300

These financial institutions are responsible for the oversight and management of all other banks.

What is the Federal Reserve Bank or Central Bank?

300

"You're in good hands"

What is AllState?

400

Without proper planning, 40%-60% of your money will go to this.

What are Taxes?

400

A tax imposed on individuals or entities that varies with respective income or profits.

What is Income Tax?

400

In the acronym IRA, what do the letters stand for?

What is Individual Retirement Account?

400

This type of bank serves a specific demographic per their field of membership, such as teachers or members of the military. While products offered resemble retail bank offerings, they are owned by their members and operate for their benefit.

What are Credit Unions?

400

DAILY DOUBLE!

"Strengthening Families with Trust and Understanding"

500

What is Investor?

500

This IRS code allows you to defer capital gains tax from the sale of a real estate property.

What is 1031 Exchange?

500

These plans use after-tax dollars to fund them and while they provide tax deferred growth, the owner may receive income tax free withdrawals after age 59 1/2.

What are Non-Qualified Plans?

500

This for-profit entity provides savings and checking accounts for its customers.

What is a Retail or Commercial Bank?

500

"Like a good neighbor..." 

What is State Farm?

600

DAILY DOUBLE!

What is waiting too long? Or what is Procrastination?

600

This provision in the Internal Revenue Service (IRS) code allowing for a tax-free transfer of an existing annuity contract, life insurance policy, long-term care product, or endowment for another one of like kind.

What is 1035 Exchange?

600

The commonly used term for the federal Old-Age, Survivors, and Disability Insurance (OASDI) program that was founded in 1935.

What is Social Security?

600

A financial institution formed to facilitate the exchange of payments, securities, or derivatives transactions. 

What is a Clearing House? The clearing house stands between two clearing firms. Its purpose is to reduce the risk of a member firm failing to honor its trade settlement obligations. 

600

"________ is on your side"

What is Nationwide?

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