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Retirement Planning and Investment Vehicles Quiz

#1

Which of the following is a characteristic of a traditional Individual Retirement Account (IRA)?

Contributions are tax-deductible
Explanation

Tax-deductible contributions.

#2

What is the main advantage of investing in a 401(k) plan?

Employer matching contributions
Explanation

Benefit from employer matching contributions.

#3

At what age can you start making penalty-free withdrawals from a traditional IRA?

59 1/2
Explanation

Penalty-free withdrawals start at 59 1/2.

#4

What is a characteristic of a Roth IRA?

Earnings grow tax-free
Explanation

Earnings in Roth IRA grow tax-free.

#5

Which investment option typically offers the highest potential return?

Stocks
Explanation

Stocks offer the highest potential return.

#6

Which investment vehicle typically offers the highest level of risk?

Stocks
Explanation

Stocks typically have the highest risk.

#7

What is a characteristic of a Health Savings Account (HSA) in relation to retirement planning?

Contributions are tax-deductible
Explanation

Tax-deductible HSA contributions.

#8

Which investment vehicle typically offers the least liquidity?

Real estate investment
Explanation

Real estate investment has lower liquidity.

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