Travelers Haven 401K & Retirement Planning Crossword Puzzle
Across
- 2. Free from taxes (2 words)
- 4. The strategy of pursuing an assortment of investments to minimize the effects of risk and volatility.
- 5. The amount of money gained or lost on an investment relative to the amount of money invested, usually expressed as an annual percentage. (3 words)
- 8. Money that is not taxed until it is withdrawn from an account (2 words)
- 11. The percent Traveler’s Haven will match 401K contributions, up to the first 6%.
- 13. Money that has been deposited to a retirement account that is taken out of wages before taxes have been calculated and deducted (2 words)
- 14. The percentage return on an investment over a set time period, usually a year. (2 words)
- 18. What vendor does TH use for the 401(k) plan?
- 19. This is an individual retirement plan (2 words)
- 20. Money received, especially on a regular basis, for work or through investments.
Down
- 1. A specific point in someone's life when they stop working
- 3. To put money aside for future use.
- 6. Anticipating a desired or necessary future income after retirement and then creating a plan for the amount of savings and investment needed to create that future income. (2 words)
- 7. A retirement savings plan that is sponsored by an employer for it's employees (2 words)
- 9. If you withdraw money from your 401K before the age of 59½ you receive a (2 words)
- 10. Describing a future financial goal and computing the kinds of income, savings, and investment that will be necessary to achieve the financial goal. (2 words)
- 12. Travelers Havens 401K matching program is effective the first of this month.
- 15. Associates are vested in the company match after _______ years of tenure.
- 16. Directing the transfer of the money in your retirement account to a new plan or IRA.
- 17. Also called equities or shares.