Test Your Knowledge – Question 15
Why is tax deferral a key benefit of traditional retirement accounts? 1. It allows contributors to avoid taxes on the
Why is tax deferral a key benefit of traditional retirement accounts? 1. It allows contributors to avoid taxes on the
A drawdown is the decline in value from an investment’s peak to its lowest point before it begins to recover.
The Internal Revenue Service (IRS) has issued the 2026 optional standard mileage rates (Notice 2026-10). The IRS raised the standard business mileage rate
We are pleased to announce that, at their December 10th meeting, our Board of Trustees approved a one-time 3% bonus for
These are companies known to derive a major portion of their income from abortion, alcohol, tobacco, gambling, or pornography industries,
What federal agency insures your stocks in the stock market? 1. The Federal Deposit Insurance Corporation (FDIC) 2. No federal
A time horizon is the length of time an investor expects to hold an investment before needing the money. Financial
Your balance continues earning interest according to your chosen allocations and you continue to have full online access to your
What is the purpose of “rebalancing” a portfolio? 1. Maximizing short-term gains 2. Restoring the portfolio to its intended risk