Stocks
This companies stock symbol is AMZN
Who is AMAZON
This retirement tool allows you to put after tax money away each year that grows tax deferred & tax free.
What is a Roth IRA
This tool allows you to save for your kids education
What is a 529 plan
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 if you want your clients, friends and family to be happy.
Who is Ryan Dorosz
This company is run by a billionaire rocket scientist
Who is Tesla
At what age can you pull from a Traditional IRA
What is 59 & 1/2
This speculative gaming stock recently took part in what's known as a "Meme Stock"
Who is Game Stop
This is a process where assets or cash is moved from an employee retirement account to an 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 Short term Gains
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), 403(b), 457, Simple IRA
A 529 not only allows you to pay for college tax free but also pay for
What is any type of education
This type of investment is well diversified and phrased as holding a pool of stocks and or bonds
What is a mutual fund
This is the percentage you will be penalized if you pull early from your retirement or IRAs
What is 10%
This company traded under the symbol of BBI before going bankrupt in 2010
Who is Blockbuster
A RMD must be taken out of your pre tax account at age 72. What is the acronym for RMD
What is a Required Minimum Distribution
This type of investment 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 dividends but not tax free gains
What is a municipal Bond Fund
This man was guilty of crimes related to market manipulation. Also known as "The Wolf of Wall Street"
Who is Jordan Belfort