Fire, theft, and windstorm damage are examples of_______?

Under ________, ownership passes directly on to the surviving owner or owners, bypassing the will. With ________, when one spouse dies assets become part of the deceased’s estate and are distributed through the will.

Retirement fund withdrawals are usually taxed as ________ income.

A mutual fund _____ provides a description of the mutual fund including the fund’s objectives and risk, its historical performance, its expenses, manager’s history and other information.

As discussed in our notes, with an IRA, employees can contribute up to a maximum of ______ per year to their retirement accounts. This money is ______.

The individual designated by the owner of the life insurance policy to receive the policy’s proceeds upon the death of the insured is called the _____.

A(n) _____ is a mutual fund company that has the ability to issue as many shares as investors are willing to purchase.

For the individual whose will is being prepared, in order for the will to be valid they must be all of the following except ______.

If your pension fund contained a provision that allowed employees who were leaving the company to retain and transfer any pension benefits earned to another pension plan, it would be said to have _____.

When you contribute to an employer sponsored retirement account, it is usually with ________ dollars.