Investing
Options strategy in which there is a simultaneous purchase of a protective put and selling of a covered call.
Collar
IRA Contribution Limit in 2024 (under age 50)
$7,000
GRAT stands for what?
Grantor Retained Annuity Trust
Who is the current Federal Reserve Chairman?
Jerome Powell
You may know them as an avid Cincinnati sports fan, Skyline fanatic, star tennis player, and mediocre beer chugger.
Jay
The credit risk on a mortgage loan in the US is often absorbed by one of three human-name-sounding federal agencies including Fannie Mae, Freddie Mac, and what third agency?
Ginnie-Mae
If you were born on June 28, 1959, at what age are you required to take your 1st RMD?
Age 73
A Trust that makes annual fixed payments to a non-charitable beneficiary and the remainder trust value distributes to a charitable organization at the end of the trust term.
CRAT (Charitable Remainder Annuity Trust)
The current highest grossing box office film of 2024:
Inside Out 2
Basketball phenom at Centre College, decided to pass on the NBA draft for a career in Wealth Management.
Greg
This is a statistic that measures the expected increase or decrease of an individual stock price in proportion to movements of the stock market as a whole.
Beta
You are limited to deducting __% of AGI for long-term capital gain property donated to a public charity.
30%
The IRS form required to be filed if a decedents estate exceeds the Estate Tax Exemption.
Form 706
Based on the nonfiction book of the same name by Michael Lewis, what 2015 film stars Christian Bale and Steve Carell as financiers who play the market in the years leading to the 2007 housing-market crash?
The Big Short
When I'm not at work you may find me cheering for a bottom tier pro football team and chasing around my children, Troy and Cora.
Todd
What mythical term was first popularized in 2013 by venture capitalist Aileen Lee to describe a startup with a market valuation of more than $1 billion?
Unicorn
You can deduct only the amount of your medical and dental expenses that is more than __% of your AGI.
7.5%
The Federal Estate & Gift Tax Exemption in 2024:
$13.61 Million
Michael Phelps is the most decorated Olympian of all time at 28 total medals, with __ of those being gold medals.
23
Name this person based on where they lived:
Cincinnati, OH -> Naperville, IL -> Plymouth, MI -> East Lansing, MI -> Cincinnati, OH
Donna
Famous for being the world's first publicly traded company on the world's first stock exchange, what defunct company holds the record for the most valuable company ever? After adjusting for inflation, the value is more than $7 trillion in today's dollars.
Dutch East India Trading Company
For an Incentive Stock Option sale to be considered a qualifying disposition, it must meet these two criteria:
Sale must occur at least 2 years after grant date and 1 year after exercise date.
This type of irrevocable trust lets a person control where their assets ultimately go if their spouse outlives them. When the first spouse dies, the trust supports the surviving spouse; when the surviving spouse dies, the remaining assets go solely to the first spouse’s chosen beneficiaries.
Qualified Terminable Interest Property (QTIP) Trust
What was the first — and still only — horror movie to win the Oscar for Best Picture?
The Silence of the Lambs
This Indiana based 90s band went platinum with their album "Lord You're the Best Thing". Ultimately, the band split as lead violinist, Katherine, decided to pursue a solo career.
The Johnson Family