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Quiz Quest: Annuity Game

Froggy Jumps

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Quiz Quest: Annuity Game
 

Froggy Jumps

Quiz Quest: Annuity GameOnline version

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by Sharon
1

What is a benefit of a ROTH IRA?

2

On a Traditional IRA, what is current age the IRS RMD (Required Minimum Distribution) must begin?

3

This CD type of annuity has a fixed surrender period of 3, 5, or 7 years and a locked interest rate.

4

Which IRS withdrawal rule imposes a 10% penalty before a certain age, unless specific criteria are met?

5

Which statement is true about Non-Qualified Annuities withdrawals?

6

What does 403B typically apply to?

7

What is a key feature of a Non-Qualified Annuity regarding distributions?

8

Which annuity type(s) require EARNED INCOME to contribute?

9

What is an IRS consequence if you withdraw before 59 ½ without meeting criteria?

10

Which product is government qualified with potential tax-deductible contributions?

11

Which is true about eligible annuity contributions?

12

Who do we call for in depth 403B/Tax Shelter Annuity questions?

13

Annuity PAYOPT A is:

14

Annuity PAYOPT B is:

15

Annuity PAYOPT C is:

16

Which AMT screen shows annuity payout info?

17

When might the CSV (cash surrender value) be LOWER than the CV (cash value)?

18

What is EARNED income?

19

Who have been a pure delight to train?

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