Investing & Retirement Test, Modified Test, and Study Guides

Investing & Retirement Test, Modified Test, and Study Guides
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823 KB|5 pages
Product Description
Save time by purchasing this investing and retirement test and study guide bundle. 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. All files in this product are in Microsoft Word so you can easily adapt these materials to fit the needs of your classroom. 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)
Rule of 72
Face Value
Mutual Funds
Dow Jones Industrial Index
Bonds: Municipal, Investment-grade, Junk
Stock: Common vs. Preferred Stock
Inflation Risk
Investment Philosophies
Bull and Bear Market
Bond ratings
Day trading
Stock Symbol (Ticker)
Index Funds
Roth IRA
Traditional (Regular) IRA
Retirement planning
Social security
Public pension plans
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

This product also includes a modified test and study guide to easily provide differentiation as needed.

This test is also part of the Investing and Retirement unit. Check out these other great resources in the unit:
Intro to Investing PPT
Stocks and Bonds Lesson Plan (Stocks and Bonds PPT and Stock Simulation with Teacher Guide and Reflection Questions Key)
MutualFunds Lesson Plan (Mutual Funds PPT and Mutual Funds Internet Research Activity with Key)
Speculative Investments PPT
Investment Pyramid (Investment Pyramid Cards and Investment Pyramid Key)
Creating a Portfolio ( Creating a Portfolio for a Client and Teacher Guide with Key)
Investing Quiz
Retirement Less Plan (Retirement Account Comparisons with Key, Retirement Types Graphic Organizer with Key, and Retirement Marker Board Review)

Save $$$ by purchasing this product as part of the Investing and Retirement Unit Bundle
Total Pages
5 pages
Answer Key
Teaching Duration
45 minutes
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