Ath - Foundations

Froggy Jumps

Parties jouées 37

Créer une copie

À propos de cette activité

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

Créé par

Kristi Bridges

United States

Téléchargez la version pour jouer sur papier

Top 10 résultats

#	Jeux	Précision	temps
1	Eduard 7 Mai 2025	% 93	02:47
2	Kristi Bridges 30 Octobre 2025	% 83	03:07

Voulez-vous apparaître dans le Top 10 de ce jeu? Connectez-vous pour vous identifier.

Créez votre propre jeu gratuite à partir de notre créateur de jeu

Affrontez vos amis pour voir qui obtient le meilleur score dans ce jeu

Créer un défi

		%
	Anonyme	%
		%
		%

Imprimez votre jeu

Ath - Foundations


Froggy Jumps Ath - FoundationsVersion en ligne Test your knowledge of annuities, tax topics and call quality requirements! par Kristi Bridges 1 Has all the power on an annuity a Annuitant b PolicyOwner c Beneficiary 2 Their life expectancy is used to calculate income a Annuitant b PolicyOwner c Beneficiary 3 Inherits the money if the main beneficiary dies before the annuitant a Primary Beneficiary b Contingent Beneficiary c Power of Attorney 4 Begins income within 1 year a Immediate Annuity b Deferred Annuity c Nonqualified Annuity 5 Allows joint owners a Nonqualified b Qualified c Inherited 6 Withdrawable without a contract penalty a Free Out b Cost Basis c Premium 7 Money that is waiting to be taxed at distribution a Tax Deferred b Cost Basis c Post-TEFRA 8 Account funded by pre-tax wages a Roth b Qualified c Nonqualified 9 Cost basis deposited on or after 8/13/1982 a Pre-TEFRA b Post-TEFRA c Roth contributions 10 Distributed first on Post-TEFRA accounts a Taxable earnings b Cost basis c 1035 money 11 Post-tax contributions which will never be taxed again a Cost Basis b Pre-TEFRA Gain c Free Out 12 RMD age a 73 b 59 1/2 c 70 1/2 13 Does NOT require RMD a Roth b IRA c TSA 14 Tax form that reports annuity distributions a 1099-R b 5498 c W2 15 Tax form that reports qualified and Roth contributions a 5498 b 1099-R c W8-Bene 16 IRS Penalty for early distributions a 10% b 20% c 25% 17 TSA withdrawals are allowed a Age 59 1/2 b When employed 5 years c Whenever 18 TSA withdrawals are allowed a When separated from service b Cost basis only c Free out only 19 TSA withdrawals are allowed a Disability and hardship b Weddings and vacations c When employed 3 years 20 Moving money from one NQDA to another a 1035 Exchange b Rollover c Transfer 21 Generates a 1099-R a 1035 Exchange b Contributions c Beneficiary change 22 Max time between the whisper and greeting a 3 seconds b 20 seconds c 2 seconds 23 Max dead air a 20 seconds b 3 seconds c 30 seconds 24 Max hold time a 2 minutes b 3 minutes c 20 seconds 25 Missed points = call fail a Authentication b Greeting c Branding 26 Company that handles the plan for the employer a TPA b POA c AARP 27 1099-R is NOT generated a Direct Transfer b Rollover c 1035 Exchange 28 Multiple premiums are allowed at different times a Flexible b Single c Immediate 29 The date when annuitization begins a Commencement b Termination c SPO 30 Allows RMD to be paid to a charity a IRA b TSA c NQDA

Ath - Foundations

Froggy Jumps

À propos de cette activité

Créé par

Téléchargez la version pour jouer sur papier

Top Jeux

Froggy Jumps

Bill of Rights Game - The Constitutionalist

Froggy Jumps

pizza

Froggy Jumps

The Integumentary System

Froggy Jumps

Ethos, Pathos, and Logos Quiz

Froggy Jumps

Phlebotomy Order of Draw Quiz

Froggy Jumps

Ath - FoundationsVersion en ligne

par Kristi Bridges

Has all the power on an annuity

Their life expectancy is used to calculate income

Inherits the money if the main beneficiary dies before the annuitant

Begins income within 1 year

Allows joint owners

Withdrawable without a contract penalty

Money that is waiting to be taxed at distribution

Account funded by pre-tax wages

Cost basis deposited on or after 8/13/1982

Distributed first on Post-TEFRA accounts

Post-tax contributions which will never be taxed again

RMD age

Does NOT require RMD

Tax form that reports annuity distributions

Tax form that reports qualified and Roth contributions

IRS Penalty for early distributions

TSA withdrawals are allowed

TSA withdrawals are allowed

TSA withdrawals are allowed

Moving money from one NQDA to another

Generates a 1099-R

Max time between the whisper and greeting

Max dead air

Max hold time

Missed points = call fail

Company that handles the plan for the employer

1099-R is NOT generated

Multiple premiums are allowed at different times

The date when annuitization begins

Allows RMD to be paid to a charity