stud
bud
Sign up
Log in
Home
Library
Explore
SAT
More
Investment Terms Flashcards | StudBud
Explore
/
Investment Terms
Investment Terms
16 terms
·
StudBud Administration
·
70 plays
Terms typically used to describe investment options and explanations
Flashcards
16 cards
F
Practice quiz
P
Host live
L
Questions
16
Answers
1
The retirement of an investor is commonly correlated with this type of mutual fund.
EFTs
Target date funds
401K
Lifecycle funds
2
An investment management company that pools the money of investors.
Municipal bonds
Exchange Traded Funds
Roth IRA
Mutual Fund
3
___ plans are only available to certain government entities.
529
401K
403B
457
4
IRA stands for:
Individual Returning Annuity
Individual Retirement Arrangement
Instant Retirement Average
Indivisible Retiring Arrival
5
What is true regarding the difference between Traditional and Roth IRAs?
Assets grow tax free for Roth IRA
All are correct
Traditional IRA provides an up-front tax deduction
When the assets are taxed
6
Bonds that provide investors with a rate of return that is adjusted for inflation.
Treasury inflation-protection securities (TIPS)
Unidentified Flying Objects (UFO)s
Target Date Funds (TDF)s
Exchange Traded Funds (EFT)s
7
Ownership in a public corporation, receive distribution of a company's profits.
Value Stock
Common Stock
Preferred Stock
Laughing Stock
8
Generally have low price to earnings ratios, bought at low prices in hopes prices increase.
Wood Stocks
Common Stocks
Preferred Stocks
Value Stocks
9
T or F: Examples of capital gains taxes are stocks, bonds, money market accounts, and property
True
False
10
Bonds that are issued by state and local governments- (2 types: General obligation & Revenue).
Capital gains
Municipal Bonds
IRA
James Bonds
11
Plan enabling employees to defer receiving and paying taxes on a percentage of their salary.
401K
457
403B
404A
12
How are Exchange Traded Funds different from Mutual Funds?
Linked to a particular time horizon
An investment advisor invests the money
Traded on the stock exchange
There is no difference
13
Has a fixed dividend that will pay to investors every year.
Value Stock
Common Stock
Variable annuity
Preferred Stock
14
Certificate of Deposit & treasury bill are examples of this stable short term investment fund.
Municipal bond
Traditional IRA
Mutual Fund
Money market account
15
Plan only available for public education and tax exempt organizations.
IRA
457
403B
401K
16
Investors purchase ___ (lend money) in exchange for interest payments, promised to be repaid.
Bonds
Options
Stocks
Mutual funds
