Trilogy Trivia
The year Trilogy was founded
What is 1999?
What the "D" and "N" stand for in DIMA and NIMA
What is Discretionary and Non-Discretionary?
What the acronym "IRA" stands for
What is an Individual Retirement Account?
Moving assets from a Retirement Plan to an IRA is called this
What is a Rollover?
What the acronym "RMD" stands for
What is Required Minimum Distribution?
The year the MACK Service Center was established
What is 2021?
These types of accounts are taxable and have no contribution limits or preferential tax treatment
What is a Non-Qualified Account?
The IRA that is funded with after-tax dollars
What is a Roth IRA?
Moving assets from one investment firm to another is called this
What is a Transfer?
What is 73?
Trilogy's RIA sister company
What is Trilogy Capital?
These types of advisors must always act within a client's best interest
What is a Fiduciary Advisor?
This date is the last day to make 2025 contributions to an IRA
What is April 15?
When a client emails instructions regarding money movement, this step is always required
What is verbally verifying instructions?
This type of retirement account does not have RMD requirements
What is a Roth IRA?
The year Trilogy's RIA was founded
What is 2015?
Investing a fixed amount at regular intervals regardless of market volatility
What is Dollar Cost Averaging?
The financial product, often used in retirement, that is set up through an insurance company and provides a steady income stream
What is an Annuity?
Converting from a tax-deferred retirement account to one where future growth can be tax-free
What is a Roth Conversion?
This rule requires non-spousal beneficiaries to fully deplete their accounts within ____ years
What is 10 years?
Trilogy's first Broker Dealer
This policy prohibits receiving multiple forms of compensation for the same client or service
What is Double Dipping?
The type of retirement plan designed for employees of public schools, hospitals, and non-profits, similar to a 401(k)
What is a 403(b)?
This is what clients are taxed on when investments are sold in a taxable account
What are Capital Gains?
The % penalty for not satisfying an RMD
What is 25%?