Investing & Retirement Test

Investing & Retirement Test
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0.03 MB   |   5 pages

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I use this test with my Personal Finance class. This test is true or false, multiple choice, and matching for a total of 50 questions. The content covered includes:

Where you should keep your emergency fund
Risk vs. Return (be able to compare one investment vehicle to another in terms of risk/return)
Viatical
Rule of 72
Face Value
Mutual Funds
Dow Jones Industrial Index
Bonds: Municipal, Investment-grade, Junk
Diversification
Stockbroker
Liquidity
Stock: Common vs. Preferred Stock
Collectibles
Inflation Risk
Investment Philosophies
Bull & Bear Market
Bond ratings
Day trading
Stock Symbol (Ticker)
Index Funds
401(k)
403(b)
Roth IRA
Traditional (Regular) IRA
Retirement planning
Social security
Public pension plans
Annuity
Direct transfer
Roth IRA and taxes
When to take advantage of a 401(k)
What to do when employment is terminated and you have a 401(k)
401(k) matching
Coverdell ESA
SEC
Total Pages
5
Answer Key
Included
Teaching Duration
45 Minutes

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Investing & Retirement Test