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Froggy Jumps
Froggy Jumps

Ath - Foundations

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Ath - Foundations

Froggy Jumps

Played 37
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About this activity

Test your knowledge of annuities, tax topics and call quality requirements!

Created by

Kristi Bridges
Kristi Bridges
United States

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Ath - Foundations
 

Froggy Jumps

Ath - FoundationsOnline version

Test your knowledge of annuities, tax topics and call quality requirements!

by Kristi Bridges
1

Has all the power on an annuity

2

Their life expectancy is used to calculate income

3

Inherits the money if the main beneficiary dies before the annuitant

4

Begins income within 1 year

5

Allows joint owners

6

Withdrawable without a contract penalty

7

Money that is waiting to be taxed at distribution

8

Account funded by pre-tax wages

9

Cost basis deposited on or after 8/13/1982

10

Distributed first on Post-TEFRA accounts

11

Post-tax contributions which will never be taxed again

12

RMD age

13

Does NOT require RMD

14

Tax form that reports annuity distributions

15

Tax form that reports qualified and Roth contributions

16

IRS Penalty for early distributions

17

TSA withdrawals are allowed

18

TSA withdrawals are allowed

19

TSA withdrawals are allowed

20

Moving money from one NQDA to another

21

Generates a 1099-R

22

Max time between the whisper and greeting

23

Max dead air

24

Max hold time

25

Missed points = call fail

26

Company that handles the plan for the employer

27

1099-R is NOT generated

28

Multiple premiums are allowed at different times

29

The date when annuitization begins

30

Allows RMD to be paid to a charity

 
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