Stocks
This companies stock symbol is AMZN
Who is AMAZON
This retirement tool allows you to put after tax money away each year
What is a Roth IRA
This tool allows you to save for your kids education
What is a 529
This great investor once said "Someone is sitting in the shade today because someone planted a tree a long time ago."
Who is Warren Buffet
This Financial Advisor is the best in Redding and should be referred to if you want your clients to be happy.
Who is Kevin Riley
This company is run by a billionaire rocket scientist
Who is Tesla
At what age can you pull from a Pre-Tax retirement account with out penalty
What is 59 & 1/2
This speculative gaming stock recently took part in what's known as a "pump and dump"
Who is Game Stop
This is a process where assets or cash is moved from one IRA to another IRA
What is a roll-over
This yearly debt is something that day traders ignore when selling their stocks for profit and buying something new
What is taxes
This companies stock symbol is BROS
Who is Dutch BROS
At what age are you required by law to take a distribution from a pre-tax retirement account
What is 72
This allows you to transfer an individuals 529 to another individual without taxes or penalty
What is being related
This is the process of offering shares of a private corp. to the public in a new stock issuance
What is Initial public offering (IPO)
This is an illegal practice where you have access to confidential information and use it to your advantage when purchasing stock
What is Insider Trading
This nonalcoholic beverage company has been going strong for over 130 years
Who is Coca-Cola
This retirement tool allows business employees to put away part of their paycheck each month
What is a 401(k)
A 529 not only allows you to pay for college tax free but also
What is private primary school
This type of investment is diversified and phrased as holding multiple eggs in your basket
What is a mutual fund
This is the percentage you will have to pay if you pull early from your retirement
What is 10%
This company traded under the symbol of BBI before going bankrupt in 2010
Who is Blockbuster
This is known as an RMD and must be taken out of your pre tax account at age 72
What is a required minimum distribution
This type of account is opened up for a child 17 and under
What is a Custodian Account
This conservative investment, invests in the state and gives you tax free returns on gains and dividends
What is a municipal Bond
This man was guilty of crimes related to market manipulation. Also known as "the wolf of Wall street"
Who is Jordan Belfort