In this activity students will differentiate between the characteristics of 401(k)/403(b), Traditional IRA, and Roth IRA. Students are provided with two sheets: one with a list of scrambled characteristics and one with a graphic organizer. Students will cut and sort the account characteristics and place onto the graphic.
I suggest either walking around and providing feedback or going over the graphic as a class before allowing students to glue or tape the account characteristics onto the graphic.
If you like this activity also check out Retirement Account Comparisons
, Retirement PPT
, or the Retirement Lesson
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