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PF Investments & Retirement Flashcards | StudBud
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PF Investments & Retirement
PF Investments & Retirement
20 terms
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Stocks, bonds, mutual funds, and retirement accounts
Flashcards
20 cards
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Questions
20
Answers
1
High risk investment that is banking on someone dying in certain amount of time
Mutual Fund
Viatical
Saving Account
Annuity
2
To qualify for this you must earn a certain # of credits, but do NOT count on it for retirement
Public Pension
403(b)
Social Securiry
401(k)
3
The least liquid investment type
Bond
Stock
Mutual Fund
Real estate
4
Retirement plan for a tax-exempt institution such as a non-profit
403(b)
Traditional IRA
Roth IRA
401(k)
5
Dollar amount the bondholder will get at the bond's maturity date
Face Value
Equity Value
Principal
Liquidity Value
6
Investors pool their money to buy shares of stock in multiple companies
Futures
Mutual Fund
Bonds
Stocks
7
A share of ownership in one company
Stock
Bond
Mutual Fund
Commodity
8
Retirement account where investments are tax-exempt
403(b)
Traditional IRA
Roth IRA
401(k)
9
Retirement plan for government workers
Roth IRA
Traditional IRA
Public Pension
Social Security
10
Used to calculate how long it will take your money to double
Months/ 72
72/ Interest Rate
Interest Rate/ 72
72/ Months
11
These types of horrible investments include gold, silver, & oil
Real Estate
Commodities
Bonds
Stocks
12
Spreading around the risk
Investing
Diversification
Liquidity
Inflation
13
Availability of your money
Diversification
Rule of 72
Cost Basis
Liquidity
14
A type of retirement savings plan funded by a portion of your salary from a corporation
401(k)
Roth IRA
403(b)
Traditional IRA
15
A savings account with an insurance company
Stock
401(k)
Annuity
403(b)
16
A grouping of financial assets such as stocks, bonds, mutual funds, ETFs, and cash equivalents
Diversification
Assets
Portfolio
Liabilities
17
Investment type that is a debt instrument where a company owes you money
Mutual Fund
ETF
Stock
Bond
18
Type of stock that could pay variable dividends and gives stockholders voting rights
Under Stock
Top Stock
Preferred Stock
Common Stock
19
The stock market index based on the 30 largest companies in the U.S.
NASDAQ
AMEX
Standard and Poor's 500
Dow Jones Industrial Average
20
Account where annual contributions are not tax-deductible, but the earnings are tax-free
Traditional IRA
401(k)
Roth IRA
403(b)