Investment Option
Insurance Products
Retirement Plans
Banks and Institutions
Rational Decision Making
100

A type of security that gives stockholders a share of ownership in a company is? 

Stocks

100

A legal entitlement to payment or reimbursement for your health care costs, generally under a contract with a health insurance company is? 

Health Insurance

100

An employer-sponsored retirement savings account that allows employees to contribute a portion of their paycheck to investments is a? 

401(k) Plan 

100

Abbreviation for National Credit Union Administration?

NCUA

100

A safe and predictable and low risk way to save is?

In a savings account

200

Borrowers use these proceeds to fund projects, operations, or growth

Bonds

200

A policy that replaces a portion of your income (typically 40-70%) if an illness, injury, or pregnancy prevents you from working is?

Disability Insurance

200

Unlike traditional 401(k)s, all qualified withdrawals, including investment earnings are tax free in retirement. What is this plan called? 

Roth 401(k) plan

200

A non-profit money corporation whose member can borrow from pooled deposits at low interest.

Credit Unions



200

Betting on the outcome of future events such as the result of races or games = High Risk is? 

Gambling

300

An item valued and sought by collectors



Collectables

300

This protects against vehicle damage and liability

Auto Insurance

300

Contributions are made with after-tax money, meaning they are not tax-deductible, but qualified withdrawals in retirement are tax-free. This is? 

Roth IRA 

300

They oversee banks the FDIC and handles transactions between banks.

Federal Reserve

300

What level of risk are you taking if you invest you money into stocks, ETF's, real estate, etc. 

Medium-High

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