IRA's
After 1862, money was issued in this form.
What is paper currency?
The opposite of spending money.
What is saving money?
Within 401k's, often there are Target Date funds. What is the Target Date referring to?
What is your retirement date?
What is the 2024 contribution limit for IRA's?
What is $7000?
How many federal tax brackets are there currently in the U.S.?
What is 7?
Additional money paid to you for letting someone else borrow your money.
What is interest?
About one third of the U.S. government's revenue came from liquor and alcohol until a 1913 Constitutional amendment allowed for a tax on what?
What is Income?
What amount of "Catch Up" contributions can be added to your IRA after age 50?
What is $1000?
What's the formal F-name for a financial advisor who must act in their client's best interest.
What is a Fiduciary?
The type of account that most people use to pay their bills from.
What is a checking account?
Who is the bestest most friendliest Financial Advisors you know?
Who is Beverly/Erik?
How many times can you Direct Rollover your IRA between financial institutions?
What is unlimited?
In which century was the New York Stock Exchange founded?
What is the 18th Century (May 17th, 1792)
What colorful poker term refers to a ginormous, high-performing company that would be considered a "safe-bet"?
What is Blue Chip?
For Indirect Rollovers, how many days after taking the funds do you have to complete the rollover?
What is 60 days?
FINRA is short for what self-regulatory, independent, non-government-affiliated organization whose mission is to "safeguard the investing public against fraud and bad practices"?
What is Financial Industry Regulatory Authority?
A number that represents your bill-paying history and debt profile.
What is a credit score?
Nearly all investments contain what R-word?
What is Risk?
There are essentially 4 stages of wealth: Accumulating, Growing, Protecting, and _________?
What is transferring?