Test Your Knowledge: Already Investing

The following quiz is a review of the material on Already Investing. If you have trouble with a question, refer back to the appropriate article for help.

1 You may be eligible for a premature IRA distribution without penalty for (     ).
2 For maximum growth potential, IRAs are best funded (     ).
3 You can make the most of your 401(k) or 403(b) plans by (     ).
4 Borrowing from your 401(k) or 403(b) account is (     ).
5 Which of the following statements is not a good reason to convert a traditional IRA to a Roth IRA?
6 You should rebalance your portfolio when (     ).
7 Your employer may (     ) all or part of your contribution.
8 Inflation could (     ) your retirement plans.
Clear Form
  • Not FDIC Insured
  • No Bank Guarantee
  • May Lose Value