Money Terms 1

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Across
  1. 2. A share of ownership in a company.
  2. 7. Employer-sponsored plan using pre-tax dollars, lowering taxable income now.
  3. 9. Savings plan not meeting IRS retirement rules; often flexible but without tax breaks.
  4. 10. Government and certain nonprofit retirement plan with no early withdrawal penalty after leaving a job.
  5. 12. Type of plan that follows IRS rules for tax-advantaged retirement savings.
Down
  1. 1. Professionally managed pool of stocks, bonds, or other investments.
  2. 3. Traditional retirement income that pays you a set amount for life.
  3. 4. Individual retirement account with after-tax contributions and tax-free growth.
  4. 5. Individual retirement account with pre-tax contributions and taxed withdrawals.
  5. 6. Retirement plan for teachers and nonprofit workers.
  6. 8. Employer-sponsored plan with after-tax contributions; withdrawals in retirement are tax-free.
  7. 11. An IOU where you lend money to a company or government for interest.
  8. 13. Traded like a stock, but holds a basket of investments, often low-cost.