IRA
THE TRADITIONAL CONTRIBUTION AMOUNT
WHAT HSA STANDS FOR
WHAT IS HEALTH SAVINGS ACCOUNT?
THE AMOUNT BACKED BACK THE NCUA
THE FULL NAME FOR AN ESA
WHAT IS COVERDELL EDUCATION SAVINGS ACCOUNT?
GEMMA CURRENTLY HAS $5K IN A REGULAR SHARE SAVINGS SET ASIDE FOR HER CHILD'S EDUCATION & SCHOOL EXPENSES. SHE WANTS A PRODUCT THAT WILL HELP HER BUILD MORE INTEREST THAN THE NORMAL SAVINGS BUT STILL WANTS TO DEPOSIT MORE FUNDS FROM TIME TO TIME FOR. WHAT PRODUCT WILL BE BEST FOR GEMMA
WHAT IS THE YOUNG SAVER'S CD?
A WITHDRAWAL FROM AN IRA
WHAT IS A DISTRUBTION?
THE CONTRIBUTION LIMIT FOR A FAMILY HSA PLAN OWNER UNDER 55
$7,300
THE NUMBER OF DEPOSITS ALLOWED INTO A YOUNG SAVERS CERTIFICATE
WHAT IS SIX?
$2,000
GARY HAS $232,386.12 IN A SAVINGS ACCOUNT AND WANTS TO EARN MORE IN INTEREST TO BUILD HIS SAVINGS. HE IS NOT CURRENTLY USING THE FUNDS AND DOES NOT HAVE HIS PRIMARY CHECKING ACCOUNT WITH US. WHAT WOULD BE THE BEST CD TERM FOR HIM
WHAT IS 60 MONTHS
THE AGE INDIVIDUALS QUALIFY FOR A CATCH UP CONTRIBUTION
WHAT IS 55 YEARS OLD?
THE CONTRIBUTION LIMIT FOR A INDIVDUAL PLAN OWNER OVER 55
$4,650
NAME A TERM THAT IS ELGIBLE TO BE AN IRA
WHAT IS 12-60 MONTHS
THE CONTRIBUTION DEADLINE FOR ESA
WHAT IS APRIL 15TH OR TAX DAY?
HEIDY CURRENTLY HAS A HDHP FOR HER AND HER KIDS THROUGH HER EMPLOYER. WHAT WOULD BE THE BEST PRODUCT FOR HEIDY TO SAVE MONEY FOR DOCTORS VISITS?
WHAT IS A FAMILY HSA PLAN?
THE MEDICAL PLAN ONE CANNOT BE ENROLLED IN IF OPENING AN HSA
WHAT IS MEDICARE
THE RATE INCREASE FOR DIRECT DEPOSIT BONUS
WHAT IS 0.25%
WHAT IS THE PERSON THE ESA IS ESTABLISHED FOR/ THE CHILD?
WHAT IS A SEP IRA?
THE YEAR END DOCUMENT SHOWING DISTRIBUTIONS & WITHOLDING
WHAT IS A 1099-R?
WHAT DOES HDHP STAND FOR
HIGH DEDUCTIBLE HEALTH PLAN
THE TERM USED TO DESCRIBE LACK OF ACCESS TO FUNDS
WHAT IS NOT LIQIUID
ALMOST ANYONE.
AMY CURRENTLY HAS $8,000 IN A SAVINGS & WANTS TO BUILD MORE MONEY IN HER SAVINGS. SHE'S PLANNING ON BUYING A CAR IN 6 MONTHS. WHAT PRODUCT WILL BE BEST FOR HER?
WHAT IS A 6 MONTH CD?