We are Crashing
This year contained “Black Monday”?
What is 1987?
This index measures 30 prominent U.S. companies.
What is the DOW?
This type of withdrawal might be available if you have an emergency.
What is a hardship withdrawal?
457(b) plans are exempt from this tax penalty.
What is the 10% premature withdrawal penalty?
This investment strategy is often suggested to mitigate volatility.
What is diversification or asset allocation?
1929 through 1939 saw this global economic collapse.
What is the Great Depression?
This index measures primarily tech stocks.
What is the NASDAQ?
I would like to borrow a portion of my account and pay it back through payroll deduction utilizing this feature.
What is a loan?
Hardship withdrawals are known as this in a 457(b) plan.
What is an unforeseeable emergency?
Maxing out your retirement plan contribution in order to take advantage of this "gift" from your employer.
What is the match?
This insurance giant had to be bailed out by the U.S. government in 2008.
What is AIG?
This index measures small-sized U.S. companies.
What is the S&P600?
I am going to move my pre-tax assets to the Roth bucket utilizing this provision.
What is a Roth conversion?
Governmental 457(b) plans are often exempt from this federal rule.
What is ERISA?
This now cliche refers to purchasing at lower prices and offloading at higher prices or values.
What is "buy low, sell high"?
2020 saw a rapid market decline in the early months due to this crisis.
What is COVID?
An index fund is known for this type of management.
What is passive?
My spouse “took” half of my account because we did this.
What is a divorce?
As it relates to CSA, this type of employer can sponsor a 457(b) plan.
What is a municipal utility?
This strategy refers to restructuring your allocation back to the original intended percentages, oftentimes "rewarding the losers."
What is rebalancing?
The extreme downturn from 1999 through 2001 is thought to have begun with this crisis.
What is the tech bubble?
This mutual fund family has the largest amount of assets in their S&P500 index fund.
What is Vanguard?
I am still working at age 73; therefore, I am not required to do this.
What is the RMD?
The 457(b) plan is un-correlated as it pertains to annual limits to these other two common retirement-plan types.
What is the 401(k) and 403(b)?
This financial advisor has assisted CSA and its members for many years and is considered the GOAT in the industry.
Who is Brad Little or Bryan Bush?