The additional $5,500 you are able to defer when you reach age 50 is called this.
What is a catch-up contribution?
100
An investment category representing ownership in a publicly traded company.
What are stocks?
100
AAPL
What is Apple?
100
When a company pays out part of their profits to shareholders.
What is a dividend?
100
This is the type of account you currently have through your employer.
What is a 401k?
200
The recordkeeping company utilized by Chico Bag.
Who is Principal?
200
This investment category represents a loan to the issuer.
What is a bond?
200
SBUX
What is Starbucks?
200
The age at which you no longer pay an early withdrawal tax penalty for distributions.
What is 59 1/2?
200
You can rollover your company sponsored account to this, after you retire.
What is an IRA?
300
$18,000.
What is the maximum 2015 deferral limit?
300
This is the largest stock exchange in the world.
What is the New York Stock Exchange?
300
MSFT
What is Microsoft?
300
This generation is said to be the least prepared for retirement.
Who are the "Millennials"?
300
The term for a rising stock market.
What is a bull market?
400
Along with the IRS, this agency determines the rules and regulations for a 401(k).
What is the Department of Labor?
400
Stock market index based on the 500 largest US companies by market capitalization.
What is the S&P 500 Index?
400
JNJ
What is Johnson & Johnson?
400
This type of distribution must be taken by April 1st of the year after you turn 70 1/2.
What is a Required Minimum Distribution?
400
The term for a declining stock market.
What is a bear market?
500
This company created the first pension plan in the United States.
Who is American Express?
500
The name of this investment option within your 401k plan that automatically invests you across different asset classes based on your age and estimated retirement year.
What are Target Date Funds?
500
YUM
What is Yum! Brands?
500
The decade in which the first Social Security checks were given out.
What is the 40s?
500
This type of account is most often used to save for a loved one's college expenses.